Customers

A customer is any facility or outlet that consumes inventory by ordering products from a central storage, warehouse, or production facility.

The Customers screen allows users to define the following types of customer records:

• Customers can be created as "Catering" customers, or house accounts. These are businesses or other retail outlets that periodically place orders with the associated location. The items are invoiced out via customer order instead of being processed through point-of sale.
• Company-owned locations can be set up as customers of one or more other locations; they are referred to as "Location Customers". These customer records are created automatically when a user creates the Location and they are used in the fulfillment of commissary orders. These records are shown by default, when the "Location" = 'Corporate'.

 

1. Under the Corporate menu, click Customers.
2. Select the Location that will serve this customer.  {Concepts Note}: If a location is linked to one or more Concepts, it will only be available if the current application user is linked to one or more of the same Concepts. If a location is not linked to any Concepts, it will be available to all users.  See "Concepts" for more information.
3. Click the Plus (Add) icon to create a new customer record. To edit an existing record, click on the Name hyperlink.
4. Click on the Customer tab, if necessary.

• All tabs are visible by default. To show/hide a tab, click on the Menu icon and select the Tabs option. From the pop-up menu, check to show or uncheck to hide the desired tab(s).

5. Configure the desired settings on this tab as noted below. Field groupings are listed from left to right, top to bottom. The required fields are noted on screen with an asterisk.

 

Address Details

• Code and Name
• Active check box — This is checked by default; clear this check box if the customer should be "Inactive".
• Internal Customer check box — Check this if this customer maintains an inventoried non-central storage location.
• Country
• Base Currency — This setting is inherited from the location and cannot be changed
• Address 1 and Address 2
• City, and State/Province
• Zip or Postal Code
• Phone and Fax numbers
• E-Mail address, Account #
• Tax Code — Products that are taxable in this customer's state will be taxed at the selected rate.
• Export Code — Enter for this customer if required by the accounting software.
• Import Code — Enter for this customer if required by the point-of-sale interface.

Alternate Address Details

• Address 1 and Address 2 — Enter for this customer if the billing or receiving address is different than above.
• City, and State/Province
• Zip or Postal Code
• Phone and Fax numbers

Contact Information

• Full Name — Enter for a specific contact person, if applicable.
• Bus. Phone, and Home Phone
• Fax, Pager, and Cellular numbers

Customer Order Pricing

• Standard, Premium, Preferred, Cost Plus — Select which pricing tier this customer will pay for customer orders; defaults to "Cost Plus".
• Beginning Order Number — Enter the beginning number for customer order transactions.

Retail Sales Pricing

• Standard, Premium, Preferred — Currently not functional.
• Markup % — If entered, all products issued to this customer will be marked up by this percentage.

Location Department

• Location Department — Users linked to this department will be able to approve customer orders for this customer. If the "Use Single Company Department" preference is enabled this drop-down will not appear. See "General Preferences" for more information.

Customer Outlet

• Outlet — Select an option to link the customer to an outlet.

Routing

• Sequence — Enter a value if applicable.
• Route — Select an option from the drop-down, if applicable.

Storage (for Internal Customer)

• Storage — This drop-down will appear if "Internal Customer" is checked". The list will include all storage locations NOT designated as "Central Storage".
• Prep Location check box; only visible for Cruise Lines — Check the box if this Customer will perform Daily Prep. When Daily Prep transactions are finalized, the component products will be depleted from the Storage Location selected above.

 

6. If necessary, link the customer to a User Defined Category, to one or more Point of Sale registers, or set up an Order Schedule for this customer.
7. Click the Disk (Save) icon to save your changes.
8. To download and print these settings, click the Printer (Export) icon and select the desired options.
9. When finished, click the X (Close) icon to return to the summary screen.

 

 

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