Customers
CRM: manage and track sales, fulfillment, and accounting activity for a specific customer on a single page
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CRM: manage and track sales, fulfillment, and accounting activity for a specific customer on a single page
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A common set of actions are present on most Salesorder Documents.
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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
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 is derived from Accounts Receivable.
Manually set the value of the Customer's credit limit.
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.
List find and review all transactions.
Notes are free text areas. Notes are saved with the author (owner) and time/date stamp.
Track events and tasks.
For Reporting
If this Customer Master was created via the API, TAP, or a 3rd Party Cart.
The 'Origin' tab displays three fields:
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.
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.
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 ‘’
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