helpwith.salesorder.com
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      • Purchase Order ⛭
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    • EDI integration via XML
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On this page
  • Common actions
  • Customers - need to know
  • Create Customer(s)
  • Set the correct trading currency
  • Customization: additional fields and functions
  • Contacts, Billing and Shipping Addresses
  • Customer Accounting
  • Profile
  • Transaction History
  • Email
  • Notes
  • Memos
  • Classifications
  • Origin
  • Actions
  • Customer List Actions

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  1. Sales

Customers

CRM: manage and track sales, fulfillment, and accounting activity for a specific customer on a single page

PreviousProspectsNextCredit Controls

Last updated 10 months ago

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See '

Media

You can attach and link documents, images, etc to this record. See .

You can customize and add fields, see .

Common actions

A common set of actions are present on most Salesorder Documents.

See .

Customers - need to know

The Customer Master enables you to manage interactions (e.g. email) and transactions (e.g. Sales Orders) between your business and your customers across multiple channels.

Customers are trading partners and the central element of the Sales and CRM activities in the system.

From the Customer Master, you can track the respective AR (accounts receivable) balance, credit terms, and credit status.

Create Customer(s)

There are multiple ways to create a Customer Master:

  • List - manual

  • Import

  • TAP (Trade Acceleration Portal)

  • API

  • Third-Party Shopping Cart

Set the correct trading currency

Customization: additional fields and functions

Contacts, Billing and Shipping Addresses

If you have only one Main Contact, it's the default Contact, Billing, and Shipping address. You can add additional Contacts, Billing, and Shipping addresses from the Action dropdown on the Customer Master.

Alternatively, you can import Contacts (including Billing and Shipping addresses) using the Import Contacts sheet which you'll find under Import Data in Setup.

You can view your Contacts, Billing, and Shipping addresses on the Contacts tab.

You can find your Contacts, Billing, and Shipping Addresses using the Find Actions.

Customer Accounting

Balance

The debtor balance is derived from Accounts Receivable.

Credit Limit

Manually set the value of the Customer's credit limit.

Hold

Profile

Stores preset information inherited by transactions:

  • Customer Portal (TAP) log in credentials and permissions.

  • Default Trading Information (Tax, Site, Terms, Price List, Shipping, Check info, Payment Processor)

  • Bank Details

  • Partial Credit Card profile data returned by the Payment solutions provider (see below).

DO NOT STORE complete payment card details in your system. It is only safe to store ANY details of a payment card if your system is connected to one or more of our payment processing solutions.

To avoid the risk of severe penalties from your card processing vendor all card details must be stored in a PCI-compliant environment. Your payment processing vendor is PCI compliant. Our system securely passes through all card details you enter to the payment processor.

Transaction History

List find and review all transactions.

Email

Notes

Notes are free text areas. Notes are saved with the author (owner) and time/date stamp.

Memos

Track events and tasks.

Classifications

For Reporting

Origin

If this Customer Master was created via the API, TAP, or a 3rd Party Cart.

The 'Origin' tab displays three fields:

Field
Purpose

Source

i.e. Quickbooks Transformer.

Imported on

The date the data was imported.

External Cart Mapping

The unique ID of the original Customer or Document as created in the third-party application, i.e. QuickBooks, Shopify, etc.

Actions

As well as creating transactions, e.g. Sales Order, or adding a Contact, Billing, or Shipping Address you can:

Receive Payment

View a list of unpaid Invoices.

View Account

View a list of AR transactions and balance.

Create Statement

Create a statement from the AR.

Show History

Show change history for this Master.

Take Ownership

Change Owner.

Customer List Actions

Statements

Credit Hold status

When you create/set up a Customer make sure you set the correct Currency. The default will be the base currency of your General Ledger. See ‘’

If you don’t have all of the fields (or the functionality) you need on the Customer Master, you can add Custom Fields to store and use additional data. Data from Custom Fields on the Customer Master can be inherited by child Documents (e.g. Sales Orders) See '’.

if checked this Customer is on Credit Hold. See .

Send and receive emails from Outlook, Google, and other mail systems. Email is automatically filtered at the Customer contact level, so you only see and can send emails related to the Customer and its contacts. See ‘’.

Search and review Memos. See ‘’

See: ''.

See: ''.

Currencies
Customization
Credit Control
Email
Memos
Customer Statements
Credit Controls
Customer ⛭
CRM Overview
Customer Master
Shipping addresses
Add and Edit Trading Partners
CRM
Attachments and Links
Customization
Common Actions