Creating a Customer Card

A Customer is a person, company, or other entity  whom you sold goods on credit to and agreed to receive payment for these goods.

Accounts Receivable are also known as 'Trade Debtors' or 'Customers'.

A Customer Card is where all transactions entered against that customer is logged and stored as either a Invoice, Credit or Payment for further purposes.

The customer card only needs to be set up the once and access can be given to other users for further use.

Settling up a Customer Card.

1. From the Navigation Panel click "Relationships"
2. Click on Cards
3. Click "New" (top task bar)
   
   1. Enter "Card ID" - (Customer code)
      
   2. Enter Card Type.
   3. Card types are a means grouping Customers together for Contract Pricing, Reporting etc.
   4. Enter Customer "Name".
      
      
      
   5. Tick "Is Customer'
      
      
      
4. Click on Tab 'Status'
   
   1. On Stop -
   2. Account Closed
5. Click on "General" Tab and fill in the relevant fields -
   
   1. Select a "Charge to" - If the customer is from a branch you will select the head office, otherwise it defaults to the customer code.
   2. Enter "Parent Company Name"
   3. Enter "Trading As' Name.
   4. Enter "ABN and ACN" 
      
      
6. Click on the Tab ' Bank Account' If you should have the customers bank details
   Click on New, insert each Bank Accounts and assign the Primary Account accordingly
   
   1. Enter the Payee Name
   2. Enter the BSB
   3. Enter The Account Number
   4. Select 'Customer Primary Account' Tick
      
7. Click on "Contracts" 
   From with in this tab, you can preview the contracts that have been set up for this customer card. Otherwise click on Link to maintain Contracts.
   
   
8. Click on tab "Addresses" . This tab controls and identifies various Customer Addresses.
   Eg below:
   
   
   
9. Click on Tab "Contact"  
   Contacts is a list of information about the people within a company and there roles and details.
   
   1. Click on 'New' to insert the people (contacts) within that company and there details.
   2. Enter Name of the Contact
   3. Job Description of that Person
   4. Phone - for that contact
   5. Mobile - for that contact
   6. Fax
   7. Web Id
   8. Email Address - for that contact
   9. Tick the appropriate check box for the role of that Contact Person 
      See Example below:
      
10. Click on Tab 'Cases'
    Cases can be broken up into many categories eg:
    
    1. Scheduling Appointments
    2. Phone Calls logged
    3. Report on Problems
    4. Service Orders
    5. Sales Orders etc
       A Case can be inserted from within a Customer Card as well as from the Cases Icon. Click on the Link for further instructions.
       Cases
       
       
11. Click on Tab "Settings" 
    Click on 'General Settings'
    The only fields that need to be reviewed are:
    
    1. Discount from list - assign a value if you wish to give this customer a discount
    2. Auto Email Invoices - if tick is on, the customer will be set to email invoices.
    3. Available on Point of Sale - if tick is on, this customer can be seen at POS
       
       
12.  "Customer Settings" enter the fields required for your company.

1. 1. Sales Area
   2. Sales Person - 
   3. Price Level
   4. Carrier
   5. Sales Group
   6. Cost Centre
   7. Tender
   8. Customer Payment Terms
   9. Customer Credit Limit
   10. Statement Delivery Method
   11. Invoice Mode
   12. Delivery Docket Report
   13. Invoice Report
   14. Add Extra Charge Product
   15. Orders on Web
   16. Customer Order Required
   17. Print Invoice
   18. Back Order Allowed
   19. Show in Sales 
       
       
       
2. Click on Tab Schedule
   From within Schedule you can set up Reminders of different Events within the Calendar for the Card you setting up or reviewing.
3. Events can comprise of Cases, Cards, Service Orders and just reminders.
4. Click on the link for further instructions: Schedule