Customers: Represent an individual or organization that purchases goods or services from you. 


Sub Customers: These are linked entities under a main customer often used to represent branches, departments or subsidiaries for separate billing.


Fields:

  • Company: The name of the company. Required field.
  • Ext Acc #: An external reference code. Used in financial integrations.
  • Sub Acc #: An external reference code. Used in financial integrations. 
  • Contact: The name of the contact at the company. Required field. 
  • Tracking #: A unique code used to identify this company. Can be auto generated.
  • Currency: The default currency of this customer. Required field. 
  • Default Sales Rep: The default sales rep linked to this customer. Required field. 
  • Country: The default country of this customer. 
  • Category: The default category of this customer. Required field.
  • Warehouse: The default warehouse of this customer.
  • Factored: States if the customer is using a factoring client.
  • Sales Limit: Can set if there should be a sales limit for this customer. Used in financial integrations.
  • Credit Limit: Can set if there should be a credit limit for this customer. Used in financial integrations.
  • Overdue: To indicate if the customer is overdue and should not have any further sales until the account is settled. Used in financial integrations. 
  • Web Sales: Indicates whether sales from this customer are web based (e.g., E-Commerce orders)
  • Terms: The default terms for this customer. Required field. 
  • Tax Type: The default tax type for this customer.
  • Delivery Method: The default delivery method for this customer.
  • Carrier: The default carrier for this customer. 
  • Email: The email address linked to this customer.


Important Notes:

  • Customers and sub customers cannot be deleted, only made to be inactive.
  • Marking a customer as inactive will block users from selecting this customer for any future jobs, sales orders or invoices.
  • The currency of a customer will impact the currency of linked sales orders and invoices.
  • Sales reps are set at the customer and category level.
  • Customers are linked to a delivery, billing and postal address.
  • The customer category controls what prices filter through to sales orders (retail vs wholesale)