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. Then 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 "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 "Website URL"
   5. Enter "ABN and ACN" 
      
      
5. Tab ' Bank Account' If you should have the customers bank details
6. Click on New
   
   
   
   1. Enter the Payee Name
   2. Enter the BSB
   3. Enter The Account Number
   4. Select 'Is Customer Primary Account' Tick
      
       
7. Click on "Contracts" 
   From within in this tab, you can preview the contracts that have been set up for this customer card.
   
   
8. From tab "Addresses" insert customers address.
   
   Click on 'New" to add a new delivery address or highlight an incorrect address and click on 'Delete'.
   You can insert a number of addresses and identify them by breaking them up by the type of delivery by turning tick on for:
   Accounts - address used for contracting accounts;
   Delivery - address for delivery of the goods;
   Physical - actual address of the customer;
   Postal - post office box address
   By clicking on 'New'
   Enter Name, Street1, Street2, Suburb (draws state and postcode), Delivery Run (is to do with run schedules and a split up when shipments are delivered)
   Turn tick on for Type of Delivery either Accounts; Delivery; Physical; Postal (see explanations of each above)
   Eg below:
   
   
   
9. Click on Tab "Contact"  
   Contacts are a list of contact information about the people within a company and there roles and details.
   Click on New to insert the people (contacts) within that company and there details.
   Enter Name
   Job Description of that Person
   Phone - for that contact
   Mobile - for that contact
   Fax
   Web Id
   Email Address - for that contact
   Tick the appropriate check box for the role of that Contact Person 
   See Example below:
   
10. Click on Tab 'Cases'
    Cases are broken up into many categories eg:
    -scheduled appointments
    - phone calls
    - reports on problems
    - service orders
    - sales orders etc
    A Case can be inserted from within a Customer Card as well as from Cases. Click on Link for further instructions.
    Cases
    
    
11. Click on Tab "Settings" 
    Click on 'General Settings'
    
     
    "Customer Settings" enter the fields required for your company.