Creating a new customer from a service order

Owned by Alisha Suapopo (Unlicensed)
Last updated: Sept 15, 2014 by Monica Chand (Deactivated)

If you are in the Service Order workflow and need to record details for a new customer, you can use the Create Customer functionality.
This allows you to create a new customer without needing to leave the screen you are on.

  1. In the navigation panel, go to Service then Service Orders.

  2. Click on button New to create a new service order

  3. The Service Order detail window will display. 

  4. On the top panel, click on button Create Customer. The Create Customer window displays, where by default Is Customer is checked. 

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  5. Is Customer option- The required fields are contact name, name, phone, address and suburb

  6. Is Prospect option- The only required properties is Card Id (which is automatically filled in) Name and either (phone number or email address).

    Example of when you should use Is Prospect: A person walks in off the street and purchases a printer for cash at the front pos counter. The printer is worth $300.The system notices the sale is worth more than the minimum. It either forces the user to create a customer or prospect or it warns them or does nothing automatically. There is a System Ref to set the maximum value of a sale that can be placed if there is no customer before a warning is displayed: MAX-SALE-VALUE-WITH-NO-CUSTOMER

  7. Enter the customer's Name. Optionally, you can also enter a card type, a payment term and an invoice delivery method.
    (By default, the payment term is set to 30 EOM and the invoice delivery method is set to Manual.)
  8. In the Person section, enter a Contact Name and a Phone number.  You may also enter an Email Address.
  9. Enter the customer's Street address and Suburb.  You should indicate what type of address this is as what prints on the service order/shipment/invoice is dependant upon the Is Delivery address.  Optionally, you can specify the Charge Travel Time and set time in terms of Travel Time Minutes.
  10. Click on button OK to save the change

The new customer card will be created, and their details will be populated automatically into the service order you are creating.