Customers
CRM: manage and track sales, fulfillment, and accounting activity for a specific customer on a single page
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.
There are multiple ways to create a Customer Master:
- List - manual
- Import
- TAP (Trade Acceleration Portal)
- API
- Third Party Shopping Cart
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 ‘Currencies’
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 'Customization’.
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.
The debtor balance derived from Accounts Receivable.
Manually set the value of the Customer's credit limit.
Stores preset information inherited by transactions:
- Customer Portal (TAP) login credentials and permissions.
- Default Trading Information (Tax, Site, Terms, Price List, Shipping, Check info, Payment Processor)
- Bank Details
List find and review all transactions.
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 ‘Email’.
Notes are free text areas. Notes are saved with the author (owner) and time/date stamp.
Track events and tasks.
Search and review Memos. See ‘Memos’
For Reporting
If this Customer Master was created via the API, TAP or a 3rd Party Cart.
Look for the Paperclip Icon on the header
Attach or link files and Documents. See ‘Attachments’
As well as creating transactions, e.g. Sales Order, or adding a Contact, Billing, or Shipping Address you can:
Receive Payment | Take you to 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 |
Statements | |
Credit Hold status |
Last modified 7mo ago