Adding a customer

How to add a new customer

For add a new customer the following are important things.

The general things that are to be entered are Name, contact person and contact.

From the above figure 

Customer Name

In this we have to enter the customer name i.e., the company name or else the preferred name of that customer.

Customer ID/Code

This the unique code that is generated by the system for the easy identification of the customer and it is also used to separate the customers with the same names.

Customer Type

This is used to know what kind of the customer like Fabricator, Distributor, Householder, Builder, Designer etc...

Contact Name

This field is generally used to mention the name of the person in a company for contacting him about the order and other information.

Referred By

This field is used to mention whether the customer is introduced by any middle person.

Contact Information

• This is used to take the complete information about the contact person such as the Phone numbers, Fax, Email address, Accounting Email and the company website.
• The primary, Secondary Phone and mobile numbers are taken because we should not get any problem in contacting the person.
• The Accounting Email is used for the purpose of sending the account details like purchase amount and statement of the amounts.

Bill to Address and Shipping Address

• These both addresses are different from each other because the office and warehouse will be different in some cases.
• Generally the Bill to address is used to send the bills of the products to a certain address.
• The shipping address is used to ship the products to the specified address in the case of the customer has warehouse or construction at other location.

Suite/ Unit#

This field is used to enter the details of the company, if it is present in an building consists of many other companies.

County

The other name for the county is the district. In different countries it is called with different name.

For example in India it is called as district and in United States it is called as county.

Location Info

This field is used if the customer has two or more locations and it is used store the data of that locations.

Parent Location

• It is one of the location of our company and is used to identify whether is customer belongs to which location.
• Multi Location Customer means whether he is the customer for the all the locations.
• Generic Customer means whether the customer is regular or not.

Route Location

Route Location is used to mention in which way the products should be sent to the customer.

Sales Info

This is used to allocate a person in the company to deal with that customer.

Primary and Secondary Sales Person

The primary and secondary sales persons are used because if primary sales person is not available when the Customer ordered for the product then the secondary sales person will take care of the order.

Price level

This field is used to give the different price levels depending on the customer whether he is Dealer, Distributor, Fabricator etc.....

Payment Terms

This is used to mention the payment terms such as whether the customer has to pay the amount before or on the delivery or after the delivery of the products.

Sales Tax:

• A sales tax is a tax paid to a governing body for the sales of certain goods and services.
• Usually laws allow (or require) the seller to collect funds for the tax from the consumer at the point of purchase.

Tax Exempt

• For some of the customers the tax will be exempts for some kind of reasons.
• At that point we have to tick the check box and Reason should be filled in the Tax Exempt Reason. 

Exempt Certificate

The government will provide some kind of certificate so we have to enter the certificate number and details.

Default Fulfillment Method

This used whether the product should be delivered to the customer orelse the customer will pickup it from us etc...

Accounting controls

This section is used to give the Accounting details like currency, bills etc..

• The prefered way of sending document is used for the sending the bills in whichever the possible way that the customer can be recieved such as though Fax, Email, Mail. 
• The hold days is used to mention whether how many days to hold the product in the warehouse so that the customer will buy the product.

Customer Since

This is used to identify from how many days the customer is known to us.

EIN Number

EIN is a unique nine-digit number assigned by the Internal Revenue Service (IRS) to business entities operating in the United States for the purposes of identification.

Credit controls and Customer Login

The credit controls are used to give the credit limit to the customer.

The customer login is provided to the customer for easy checking of his transactions.

Sales Lock Note

This is used to mention a note that the customer has some limitations about the selling of the products to him.