Thursday, 1 December 2016

Adding New Customer

  • When new customer is visited the company, then we add the full customer details in our system.
  • We create a  customer master data when we start a business relationship with a new customer.
  • The Stone Profit Systems list home page looks as shown below.

  • After clicking the "+" symbol which is highlighted in above picture, you will redirect to New Customer page and it will looks as shown below.

Customer Details: 


  • Customer Name: This is the either customer company name or customer name only.It is mandatory because without customer name we can't do anything.
  • Cust. ID / Code: It is the customer id or code. It is important because multiple customers name is same but by using this id only we can identify.
  • Customer Type: It indicates the customer belongs to which type like Builder, Homeowner, Architect, Designer etc.,
  • Contact Name: Contact person name in customer company.
  • Parent Customer: If the new customer belongs to already have customer relationship with someone, that customer name is parent customer.
  • Referred By: Who is referred the customer that referred person details.
Contact Information:


  • It this module we enter the customer full contact details and Bill-To Address details and Shipping Address details.
  • Contact Information module have phone numbers, fax, email and website.
  • Bill-To Address means the address which is used receive the bills and invoices.
  • Shipping Address means delivery of products are shipped to this address only and related bills or invoices are send to Bill-To Address..
  • If both addresses are same then check the 'same as address' checkbox in shipping address.
Location Info:


  • The parent location is the customer main purchasing location. It is mandatory because the customer need to choose at least one location to do purchasing. 
  • By selecting Multi Location Customer, he can do purchase from multiple location. If it is not selected he can do purchase from selected location only. 
  • Route Location is like 'via' route that is the purchased products coming from which route.
Sales Info:


  • Primary Sales Person: It is the first sales representative name who is going to take care of customer.
  • Secondary Sales Person: It is the second sales representative name who is going to take care of customer when the first sales person is not available.
  • Price Level: Here we mention the customer is comes under which price level.The level of pricing is varies with customer. 
  • Payment Terms: It is used to when the customer is going to pay the payments.For example Net 10 means the total payments is doing to pay within 10 days.
  • Sales Tax: A sales tax is a consumption tax imposed by the government on the sale of goods or services.   
  • Tax Exempt: It is the tax exemption due to some particular reason. When you checked this you have to mention exempt reason, certificate number and exempt expiry date.
  • Default Fulfilment Method: It is the default method used to always use this chosen method only for any other transactions made by customer.
Accounting Controls: 


  • Here you are going to choose some option which are shown above and also you going to choose  preferred way of sending documents to the customer like Email or Fax.
  • The number of days for hold means we are putting the customer in hold for some days because of customer demand.
  • Here you have to specify the currency type and customer since date and customer preferred language.
  • EIN Number: A unique identification number that is assigned to a business entity so that they can easily be identified by the Internal Revenue Service. The EIN Number is commonly used by employers for the purpose of reporting taxes.
Credit Controls & Customer Login:


  • In Credit Controls module you specify the credit limit to the customer. It is used to give limited credit to the customer. If  the customer passed this amount he need permission to do purchase.
  • In Customer Login module you give the login details to the customer which are used to know the status or previous details of customer.
Instructions:


  • If you want to mention any specific shipping or delivery instructions you can write and this instruction are printed in the purchase order document. 
  • The internal notes is used to write any separate notes related to the customer.  
After submitting the form, the page redirect to customer view page it looks as shown below. And in view page all you entered details are visible, if you want to add image you can by using upload image.