Difference between revisions of "How to create a Customer Account"
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===How To Create A Customer=== | ===How To Create A Customer=== | ||
| − | This is an explanation | + | This is an explanation of how to create a basic customer on spitfire systems. <br /> |
| − | '''STEP 1 - Account and Billing Details | + | '''STEP 1 - Account and Billing Details'''<br /> |
| − | + | The custom account number is not required here<br /> | |
| − | If the customer does not want to be called then make sure the slider is | + | If the customer does not want to be called then make sure the slider is switched to '''Red'''<br /> |
| − | If the customer does not want to be contacted | + | If the customer does not want to be contacted through email then make sure the slider is on '''Green'''<br /> |
Customer Status - select if the customer is active or prospect. <br /> | Customer Status - select if the customer is active or prospect. <br /> | ||
Forename - Please enter the customer first name. <br /> | Forename - Please enter the customer first name. <br /> | ||
| Line 12: | Line 12: | ||
Surname - Please enter the customer surname here.<br /> | Surname - Please enter the customer surname here.<br /> | ||
Postal Code - This is the customer postal address<br /> | Postal Code - This is the customer postal address<br /> | ||
| − | Address Line - Please enter the customer address here in the next couple lines.<br /> | + | Address Line - Please enter the customer address here in the next couple of lines.<br /> |
Email Address - Please enter your customer email address here.<br /> | Email Address - Please enter your customer email address here.<br /> | ||
| Line 23: | Line 23: | ||
Surname please - Enter the customer surname here.<br /> | Surname please - Enter the customer surname here.<br /> | ||
Postal Code - This is the customer postal address<br /> | Postal Code - This is the customer postal address<br /> | ||
| − | Address Line - Please enter the customer address here in the next couple lines.<br /> | + | Address Line - Please enter the customer address here in the next couple of lines.<br /> |
Email Address - Please enter your customer email address here.<br /> | Email Address - Please enter your customer email address here.<br /> | ||
Phone Number - Please enter the telephone number the wish to use.<br /> | Phone Number - Please enter the telephone number the wish to use.<br /> | ||
| − | If they have | + | If they have fax enter their fax number.<br /> |
'''STEP 3 - Ordering and Administration Details'''<br /> | '''STEP 3 - Ordering and Administration Details'''<br /> | ||
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Terms (days) - If you offer credit terms to a customer you can specify terms here</br /> | Terms (days) - If you offer credit terms to a customer you can specify terms here</br /> | ||
| − | Terms Option - Select from the drop down menu | + | Terms Option - Select from the drop-down menu how your customer would like the invoice. <br /> |
| − | + | Prefer Invoice by Post - slide the slider to green if they wish to have it by post.<br /> | |
Apply For Credit - Slide the slider to green if they wish to have credit.<br /> | Apply For Credit - Slide the slider to green if they wish to have credit.<br /> | ||
Credit Allowed - slide the slider to green if they are allowed credit.<br /> | Credit Allowed - slide the slider to green if they are allowed credit.<br /> | ||
Credit Limit - This is where you can type the amount of credit the customer is allowed.<br /> | Credit Limit - This is where you can type the amount of credit the customer is allowed.<br /> | ||
| − | If you want to put trade references down you would enter them in the boxes | + | If you want to put trade references down you would enter them in the boxes below.<br /> |
'''STEP 5 - Customer Pricing''' | '''STEP 5 - Customer Pricing''' | ||
| Line 47: | Line 47: | ||
Minimum Order Value - This is the minimum order value.<br /> | Minimum Order Value - This is the minimum order value.<br /> | ||
Default Currency - Select the currency required this is set at Great British Pound (GBP)<br /> | Default Currency - Select the currency required this is set at Great British Pound (GBP)<br /> | ||
| − | Once all this is done you can click [[File:Finish.PNG |alt= | + | Once all this is done you can click [[File:Finish.PNG |alt=Finish=|Finish]]. |
Latest revision as of 18:26, 1 February 2023
How To Create A Customer
This is an explanation of how to create a basic customer on spitfire systems.
STEP 1 - Account and Billing Details
The custom account number is not required here
If the customer does not want to be called then make sure the slider is switched to Red
If the customer does not want to be contacted through email then make sure the slider is on Green
Customer Status - select if the customer is active or prospect.
Forename - Please enter the customer first name.
Middle Name - This is optional you do not have to enter these.
Surname - Please enter the customer surname here.
Postal Code - This is the customer postal address
Address Line - Please enter the customer address here in the next couple of lines.
Email Address - Please enter your customer email address here.
STEP 2 - Customer Delivery Details
Use same details as Billing Address if the customer wishes to use the same address slide to Green.
Email Delivery Note PDF with Invoices if the customer wishes to have a pdf delivered to the email. slide to Green
Forename - Please enter the customer first name.
Middle Name - This is optional you do not have to enter these.
Surname please - Enter the customer surname here.
Postal Code - This is the customer postal address
Address Line - Please enter the customer address here in the next couple of lines.
Email Address - Please enter your customer email address here.
Phone Number - Please enter the telephone number the wish to use.
If they have fax enter their fax number.
STEP 3 - Ordering and Administration Details
Account Manager - Please select the name of the person you wish to allocate the customer to unless they state who they want.
Account Notes - Please write any notes down to do with the account here.
STEP 4 - Credit Control Details
Terms (days) - If you offer credit terms to a customer you can specify terms here
Terms Option - Select from the drop-down menu how your customer would like the invoice.
Prefer Invoice by Post - slide the slider to green if they wish to have it by post.
Apply For Credit - Slide the slider to green if they wish to have credit.
Credit Allowed - slide the slider to green if they are allowed credit.
Credit Limit - This is where you can type the amount of credit the customer is allowed.
If you want to put trade references down you would enter them in the boxes below.
STEP 5 - Customer Pricing
Minimum Order Value - This is the minimum order value.
Default Currency - Select the currency required this is set at Great British Pound (GBP)
Once all this is done you can click 
.
