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Customer fields |
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Topic: Sales > Working with Customers Customer Name * The unique name of the customer's company.
Ref # * See Working with Reference numbers (Ref #).
Owner This is the Worker that owns the Document. By default this is the name of the Worker that first created the Document. However the Owner can be re-assigned at any time. The list of Owners is the current list of Workers that have login permission.
Balance See Working with the Balance field.
Currency
Credit Limit Use this field to enter a Credit Limit for your Customer.
Enter the details of your main contact here. This contact will appear in the Contacts List underneath the Organiser node on the Explorer.
For details of the Contact fields see Working with Contacts and Contact fields.
Is Active Flag indicating if the Customer is active.
Customer Since This date is automatically populated with the date you created this Customer Document.
Type of Business Use this field to help you in your marketing campaigns.
Enable login Enable login to the Customer Portal. For more details on the Portal see The Customer Portal.
Login ID The Customer's Portal Login ID. When creating a new Customer a value of [auto] will automatically set the Login ID to the Customer Ref #.
Password The Customer's Portal Login ID. When creating a new Customer a value of [auto] will automatically set the password to random text.
Tax Code
Customer is VAT registered Check this box if the Customer is VAT registered. Checking the box will allow you to enter the Customer's VAT number (below).
VAT No. The Customer's VAT Registration number. The VAT number can be displayed on Customer Sales Invoices. Whether the VAT number is displayed on Documents is controlled by the Document's associated Print Template. See Working with Document Templates for more details.
Is from other EC Member State Check this box if the Customer is a member of the EU. This enables correct VAT calculations to be made for the VAT100 Report.
Terms See Working with Payment Terms
Price Level
Ship Via The default Shipping Carrier together with the preferred shipment method and e.g. DHL Express 9.00.
Shipping Terms The default Shipping Terms. For example this could be standard Incoterms (International Commercial Terms) such as FOB (Free on Board), CPT (Carriage Paid To) etc. together with any associated information.
Name used on Checks If filled in, this is the name used on Checks (for example for Customer Refunds) instead of the default Customer name. See Working with Checks for related details.
Payment Processor The default Payment Processor for this Customer. See Payment Processors for more details.
Store notes here that you want everyone to see.
This tab allows you to conveniently list the Transactions associated with this Customer. Once listed, transactions can be bookmarked or displayed in a new popup window.
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