Customer groups
In order to set up a new customer, it is necessary to have a customer group. It is useful to group a company’s customers (e.g., ‘domestic’ and ‘foreign’ customers) and to link the group members to the same account when generating reports.
To create a customer group:
1.Click ‘Settings’ > ‘System setup’ > ‘Customer groups’
2.Click ‘New customer group’ above the list area
3.Edit the fields Details
4.Click ‘OK’NOTE: Once customers are linked to the group, the group cannot be deleted. No.: Enter the desired group number. Maximum nine characters, numeric only.
| Field | Action |
|---|---|
| Name | The desired name of the group (e.g., domestic customers/customers abroad). |
| Account no. | The Control account number for the customer group. Enter the desired account number or select an account by clicking the ‘…’ (search) icon. |
Customer setup
When you set up a new customer, your default customer setup suggests the settings for the customer, e.g., terms of payment and number. This reduces errors as well as the time it takes.To create a default customer setup:
1.Click ‘Invoice’ > ‘New quotation/ order/ invoice’
2.Click ‘Customer setup’ above the list area
3.Edit the fields Details
4.Click ‘OK’Note that not all fields are mandatory.
| Field | Action |
|---|---|
| Customer group | Include the customer in this group. |
| Terms of payment | Select existing or create new terms of payment. |
| Automatic numbering proposal | |
| Auto-create if no search results | A new customer number will be assigned automatically |
| Also insert customer number as | Enables the customer number to be used instead of telephone or corporate registration number when searching for the customer. |
| Status upon creation | Indicate whether it should be possible to create an invoice without first having created a quotation. The selected document type is the first necessary document |
| Option upon creation | Check this if you want to select whether to create an quotation, an order or an invoice each time you set up a new customer. |
| Enter gross prices on quotations/orders/invoices | Check this if gross amounts should be stated on documents. E.g., if your company trades primarily with private customers |
| Layout | Select existing or create a new layout for the documents customers see, e.g., invoices. |
Always send to customer’s e-mail address: The e-mail address defined for the customer is suggested.Send quotations/orders/invoices BCC to: Enter your own e-mail address to receive copies of the sent e-mails. Apply customer address as default delivery location: Check this to always suggest the existing address as the delivery location.Delivery date for new invoices: Select whether to suggest ‘Today’s date’, a ‘Fixed:’ date or ‘None' (requires manual input when making entries).
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