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| | ''Note that returns can only be edited if they are <u>incomplete</u>. | | ''Note that returns can only be edited if they are <u>incomplete</u>. |
| | | | |
| − | From this section you will also be able to navigate to ''Go To Customer Account'', ''Go To Returns Listing'' and ''Create New Return''. | + | '''From this section you will also be able to navigate to ''Create/Edit Customer'', ''Returns Management'' and ''Create New Return''.''' |
| | | | |
| − | ===== Go To Customer Account ===== | + | ===== Create/Edit Customer ===== |
| − | ====== Billing ======
| + | Pressing the [[File:Go-to-customer-account.PNG|alt=Go to customer account Button|link=|Go to customer account]] button will redirect you to the Create/Edit customer page. |
| − | Under the [[File:Billing.PNG|alt=Billing Button|link=|Billing]] heading you will be able to update the following details.
| + | [[Create_/_Edit_Customer|Please click here to be taken to the Create/Edit Customer page.]] |
| | | | |
| − | '''Do Not Call Customer'''<br />
| + | ===== Go To Returns Listing ===== |
| − | Enter here if you are updating the do not call customer details. For ''Yes'' select ''Green'' [[File:Green-yes.PNG |alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]]. Do not call = green.
| + | Pressing the [[File:Go-to-retuns-listing.PNG|alt=Go to returns listings Button|link=|Go to returns listings]] button will take you back to the ''Returns Management'' page, where you will be able to create a new returns or search for existing returns. Press [[#See also|List Returns]] to be taken to the top of the page. |
| | | | |
| − | '''Customer Declines Mailshots'''<br />
| + | ===== Create New Return ===== |
| − | Enter here if you are updating the customer declines mailshots details. For ''Yes'' select ''Green'' [[File:Green-yes.PNG |alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]]. Customer declines = green.
| + | Pressing the [[File:Create-new-return.PNG|alt=Create new retun Button|link=|Create new return]] button will take you to the ''Returns Management'' page, where you will be able to create a new return, as described above. Press [[#See also|Create New Return]] to be taken to the create new return section. |
| − | | |
| − | '''Customer Status'''<br />
| |
| − | Enter here if you are updating the customer status, by selecting the appropriate option from the drop-down menu.
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| − | | |
| − | '''Customer Category'''<br />
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| − | Enter here if you are updating the customer category, by selecting the appropriate option from the drop-down menu.
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| − | | |
| − | '''Parent Company'''<br />
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| − | Enter here if you are updating the parent company details.
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| − | | |
| − | '''Company Name'''<br />
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| − | Enter here if you are updating the company name.
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| − | | |
| − | '''Default Sales Contact'''<br />
| |
| − | Press the [[File:Change-button.PNG|alt=change Button|link=|change button]] button to change the default sales contact.
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| − | | |
| − | '''Default Billing Contact'''<br />
| |
| − | Press the [[File:Change-button.PNG|alt=change Button|link=|change button]] button to change the default billing contact.
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| − | | |
| − | '''Default Billing Address'''<br />
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| − | Press the [[File:Change-button.PNG|alt=change Button|link=|change button]] button to change the default billing address.
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| − | | |
| − | '''Website Address'''<br />
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| − | Enter here if you are updating the website address.
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| − | | |
| − | '''Customer Logo'''<br />
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| − | Enter here if you are updating the customer logo, buy uploading the appropriate file from you PC.
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| − | | |
| − | Once details have been updated correctly, press the [[File:Save-changes.PNG|alt=Save change Button|link=|Save changes button]] button to save changes.
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| − | | |
| − | ====== Delivery ======
| |
| − | | |
| − | Under the [[File:Delivery.PNG|alt=Delivery Button|link=|Delivery]] heading you will be able to update the following details.
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| − | | |
| − | '''Default Delivery Option'''<br />
| |
| − | Update the default delivery option here by selecting from the drop-down menu.
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| − | | |
| − | '''Drop-Ship for Customer'''<br />
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| − | For ''Yes'' Select [[File:Yes-text-box.PNG|alt=Yes text box Button|link=|Yes text box]] <u>or</u> for ''No'' select [[File:No-text-box.PNG|alt=No text box Button|link=|No text box]].
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| − | | |
| − | '''Delivery via Van Route'''<br />
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| − | For ''Yes'' Select [[File:Yes-text-box.PNG|alt=Yes text box Button|link=|Yes text box]] <u>or</u> for ''No'' select [[File:No-text-box.PNG|alt=No text box Button|link=|No text box]].
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| − | | |
| − | '''No internal account manager change for van deliveries'''<br />
| |
| − | For ''Yes'' Select [[File:Yes-text-box.PNG|alt=Yes text box Button|link=|Yes text box]] <u>or</u> for ''No'' select [[File:No-text-box.PNG|alt=No text box Button|link=|No text box]].
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| − | | |
| − | '''Order cut-off Time'''<br />
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| − | Enter the appropriate cut off time for the system to <u>not</u> release orders after. This should be given in the format of HH:MM:SS.
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| − | | |
| − | '''Stock Picking Priority'''<br />
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| − | Enter here the stock picking priory for this customer. The higher the number, the higher priority this customer will have over other customers.
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| − | | |
| − | '''Default Delivery Contact'''<br />
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| − | Press the [[File:Change-button.PNG|alt=change Button|link=|change button]] button to change the default delivery contact.
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| − | | |
| − | '''Default Delivery Address'''<br />
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| − | Press the [[File:Change-button.PNG|alt=change Button|link=|change button]] button to change the default delivery address.
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| − | | |
| − | '''Customer Specific Delivery Rates'''<br />
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| − | '''Delivery Method'''<br />
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| − | Enter here if you are updating the delivery method. Select the appropriate option from the drop-down menu.
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| − | | |
| − | '''Custom Description'''<br /
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| − | Enter here the custom description. Leave blank to use default custom descriptions.
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| − | | |
| − | '''Rate'''<br />
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| − | Enter here the Rate, exclusive of VAT.
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| − | | |
| − | '''From Order Value'''<br />
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| − | Enter here the from order value, exclusive of VAT.
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| − | | |
| − | '''Active'''<br />
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| − | Tick [[File:Tick.PNG|alt=Tick Button|link=|Tick]] make the delivery rate active.
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| − | | |
| − | Once details have been input correctly, press the [[File:Create.PNG|alt=Create Button|link=|Create]] button to create the customer specific delivery rate.
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| − | | |
| − | Once details have been updated correctly, press the [[File:Save-changes.PNG|alt=Save change Button|link=|Save changes button]] button to save changes.
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| − | | |
| − | ====== Admin ======
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| − | | |
| − | Under the [[File:Admin-blank.PNG|alt=Admin Blank Button|link=|Admin Blank]] heading you will be able to update the following details.
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| − | | |
| − | '''NCR Catchall Domain'''<br />
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| − | Enter here if you are updating the NCR catchall domain details.
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| − | | |
| − | '''Account Created'''<br />
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| − | This will display the date and time that the account was created. This will be given in the format of YYYY-MM-DD HH:MM:SS.
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| − | | |
| − | '''Lead Generator'''<br />
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| − | Enter here if you are updating the lead generator, by selecting the appropriate option from the drop-down menu.
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| − | | |
| − | '''Sales Manager'''<br />
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| − | Enter here if you are updating the sales manager, by selecting the appropriate option form the drop-down menu.
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| − | | |
| − | '''Origin'''<br />
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| − | Enter here if you are updating the origin details.
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| − | | |
| − | '''Origin Site'''<br />
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| − | Enter here if you are updating the origin site details, by selecting the appropriate option from the drop-down menu.
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| − | | |
| − | '''Source'''<br />
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| − | Enter here if you are updating the source details.
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| − | | |
| − | '''Default Sales Code'''<br />
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| − | Enter here if you are updating the default sales code, by selecting the appropriate option from the drop-down menu.
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| − | | |
| − | '''Exclude from Call Back Generation'''<br />
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| − | For ''Yes'' Select [[File:Yes-text-box.PNG|alt=Yes text box Button|link=|Yes text box]] <u>or</u> for ''No'' select [[File:No-text-box.PNG|alt=No text box Button|link=|No text box]].
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| − | | |
| − | '''Account Number'''<br />
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| − | This will display the account number.
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| − | | |
| − | '''Notes'''<br />
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| − | Enter here any notes associated with the account.
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| − | | |
| − | Once details have been updated correctly, press the [[File:Save-changes.PNG|alt=Save change Button|link=|Save changes button]] button to save changes.
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| − | | |
| − | ====== Credit ======
| |
| − | | |
| − | Under the [[File:Credit.PNG|alt=Credit Button|link=|Credit]] heading you will be able to update the following details.
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| − | | |
| − | '''Current Balance'''<br />
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| − | This will display the current balance, in your specified currency, to four decimal places.
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| − | | |
| − | '''Overdue Balance'''<br />
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| − | This will display the current overdue balance, in your specified currency, to four decimal places.
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| − | | |
| − | '''Term'''<br />
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| − | Enter here the term, in days, that you would like the credit to renew.
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| − | | |
| − | '''Terms Option'''<br />
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| − | If you are updating the terms option, select the appropriate option from the drop down menu.
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| − | | |
| − | '''VAT Number'''<br />
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| − | Enter here if you are updating the VAT number.
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| − | | |
| − | '''EC Customer'''<br />
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| − | ''This will zero-rate all VAT for this customer.'' For ''Yes'' select ''Green'' [[File:Green-yes.PNG |alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
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| − | | |
| − | '''Company Reg No'''<br />
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| − | Enter here if you are updating the company registration number.
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| − | | |
| − | '''3rd Party Account No'''<br />
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| − | Enter here if you are updating the 3rd party account number details.
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| − | | |
| − | '''Sage Shortname'''<br />
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| − | Enter here if you are updating the sage shortname.
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| − | | |
| − | '''Type/Sector'''<br />
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| − | Enter here if you are updating the type or sector, by selecting the appropriate option from the drop-down menu.
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| − | | |
| − | '''Invoices by Post'''<br />
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| − | For ''Yes'' select ''Green'' [[File:Green-yes.PNG |alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
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| − | | |
| − | '''Apply for Credit'''<br />
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| − | For ''Yes'' select ''Green'' [[File:Green-yes.PNG |alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
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| − | | |
| − | '''Credit Allowed'''<br />
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| − | For ''Yes'' select ''Green'' [[File:Green-yes.PNG |alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
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| − | | |
| − | '''Credit Hold'''<br />
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| − | For ''Yes'' select ''Green'' [[File:Green-yes.PNG |alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
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| − | | |
| − | '''Exempt from Auto Credit Hold'''<br />
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| − | For ''Yes'' select ''Green'' [[File:Green-yes.PNG |alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
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| − | | |
| − | '''Credit Hold Reason'''<br />
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| − | Enter here the appropriate reason for credit hold.
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| − | | |
| − | '''Creditsafe/Experian Limit Advised'''<br />
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| − | Enter here if you are updating the Creditsafe and Experian credit limit. Enter this value in your specified currency to four decimal places.
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| − | | |
| − | '''Credit Limit'''<br />
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| − | Enter here if you are updating the credit limit. Enter this value in your specified currency, to four decimal places.
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| − | | |
| − | '''Credit Control Notes'''<br />
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| − | Enter here if you are updating any of the credit control notes.
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| − | | |
| − | '''Customer Has Consolidated Invoicing'''<br />
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| − | For ''Yes'' select ''Green'' [[File:Green-yes.PNG |alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
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| − | | |
| − | '''Consolidated Frequency'''br />
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| − | Enter here if you are updating the consolidated frequency, by selecting the appropriate option from the drop-down menu.
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| − | | |
| − | '''Consolidated Time/Day'''<br />
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| − | Enter here if you are updating the consolidated day of the week or month, by selecting the from the appropriate option from the drop-down menu.
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| − | | |
| − | '''Consolidate Invoices By'''<br />
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| − | Enter here if you are updating the consolidate invoice by details, by selecting the appropriate option from the drop-down menu.
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| − | | |
| − | '''Group in to sections on Consolidated Invoices'''<br />
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| − | Enter here if you are updating the group into sections on consolidated invoices, by selecting the appropriate option from the drop-down menu.
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| − | | |
| − | '''Show Subtotals on Consolidated Invoices'''<br />
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| − | For ''Yes'' select ''Green'' [[File:Green-yes.PNG |alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
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| − | | |
| − | '''Only Consolidate Completed Orders'''<br />
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| − | For ''Yes'' select ''Green'' [[File:Green-yes.PNG |alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
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| − | | |
| − | '''Send Delivery Notes to Consolidated Invoice Customer'''<br />
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| − | For ''Yes'' select ''Green'' [[File:Green-yes.PNG |alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
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| − | | |
| − | '''Contact to send Delivery Notes'''<br />
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| − | Enter here if you are updating the contact to send delivery notes, by selecting the appropriate option from the drop-down menu.
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| − | | |
| − | '''Trade reference 1 Company/Name'''<br />
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| − | Enter here if you are updating the first trade reference company or name.
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| − | | |
| − | '''Address'''<br />
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| − | Enter here if you are updating the first trade reference address.
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| − | | |
| − | '''Telephone'''<br />
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| − | Enter here if you are updating the first trade reference telephone number.
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| − | | |
| − | '''Email'''<br />
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| − | Enter here if you are updating the first trade reference email address.
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| − | | |
| − | '''Trade Reference 2 Company/Name'''<br />
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| − | Enter here f you are updating the second trade reference company or name.
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| − | | |
| − | '''Address'''<br />
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| − | Enter here if you are updating the second trade reference address.
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| − | | |
| − | '''Telephone'''<br />
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| − | Enter here if you are updating the second trade reference telephone.
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| − | | |
| − | '''Email'''<br />
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| − | Enter here if you are updating second trade reference email address.
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| − | | |
| − | '''Credit Check Requirements - Passed All Credit Checks'''<br />
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| − | This is automatic based on the information given on screen. For ''Yes'' select ''Green'' [[File:Green-yes.PNG |alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
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| − | | |
| − | Once details have been updated correctly, press the [[File:Save-changes.PNG|alt=Save change Button|link=|Save changes button]] button to save changes.
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| − | | |
| − | ====== Contacts ======
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| − | | |
| − | Under the [[File:Contacts.PNG|alt=Contacts Button|link=|Contacts]] heading you will be able to view, edit, delete and create new contacts.<br />
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| − | The following information will be given for existing contacts: ''Name'', ''Phone'', ''Email Address'', ''Position'', ''Default for'', ''Password Set'' and ''Action''.
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| − | Press the [[File:Edit-blue.PNG|alt=Edit blue Button|link=|Edit blue]] button under the actions heading to edit the contact, or press the [[File:Create-new-contact.PNG|alt=Create new contact Button|link=|Create new contact]] button to create a new contact.
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| − | | |
| − | '''Name'''<br />
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| − | Under the [[File:Name.PNG|alt=Name Button|link=|Name]] heading the following details will be able to be input or updated.
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| − |
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| − | '''Prefix'''<br />
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| − | Enter or update the contact prefix here.
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| − | | |
| − | '''Forename'''<br />
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| − | Enter or update the contact forename here.
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| − | | |
| − | '''Middle Name'''<br />
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| − | Enter or update the contact middle name here.
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| − | | |
| − | '''Surname'''<br />
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| − | Enter or update the contact surname here.
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| − | | |
| − | Once details have been input or updated correctly press the [[File:Create-contact.PNG|alt=Create contact Button|link=|Create contact]] button or the [[File:Modify-contact.PNG|alt=Modify contact Button|link=|Modify contact]] button.
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| − | | |
| − | '''Contact Details'''<br />
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| − | Under the [[File:Contact-details.PNG|alt=Contact details Button|link=|Contact details] heading the following details will be able to be input or updated.
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| − | | |
| − | '''Email Address'''<br />
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| − | Enter or update the contact email address here.
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| − | | |
| − | '''Phone'''<br />
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| − | Enter or update the contact phone number here.
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| − | | |
| − | '''Fax'''<br />
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| − | Enter or update the contact fax details here.
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| − | | |
| − | '''Position'''<br />
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| − | Enter or update the contact position here.
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| − | | |
| − | '''Login Password'''<br />
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| − | Enter or update the login password here.
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| − | | |
| − | '''Contact Notes'''<br />
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| − | Enter or update the contact note details here.
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| − | | |
| − | Once details have been input or updated correctly press the [[File:Create-contact.PNG|alt=Create contact Button|link=|Create contact]] button or the [[File:Modify-contact.PNG|alt=Modify contact Button|link=|Modify contact]] button.
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| − | | |
| − | '''Access'''<br/>
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| − | Under the [[File:Access.PNG|alt=Access Button|link=|Access] heading the following details will be able to be input or updated.
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| − | | |
| − | '''Access to orders'''<br />
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| − | For ''Yes'' select ''Green'' [[File:Green-yes.PNG |alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
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| − | | |
| − | '''Access to Stock Listing'''<br />
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| − | For ''Yes'' select ''Green'' [[File:Green-yes.PNG |alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
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| − | | |
| − | '''Access to Invoices and Credits'''<br />
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| − | For ''Yes'' select ''Green'' [[File:Green-yes.PNG |alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
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| − | | |
| − | '''Access to NCRs'''<br />
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| − | For ''Yes'' select ''Green'' [[File:Green-yes.PNG |alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
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| − | | |
| − | '''Can Place Orders'''<br />
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| − | For ''Yes'' select ''Green'' [[File:Green-yes.PNG |alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
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| − | | |
| − | '''Can Create NCRs'''<br />
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| − | For ''Yes'' select ''Green'' [[File:Green-yes.PNG |alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
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| − | | |
| − | '''Default Contact (sales)'''<br />
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| − | For ''Yes'' select ''Green'' [[File:Green-yes.PNG |alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
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| − | | |
| − | '''Default Delivery Contact'''<br />
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| − | For ''Yes'' select ''Green'' [[File:Green-yes.PNG |alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
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| − | | |
| − | '''Send Invoices/ Credits to this Contact'''<br />
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| − | For ''Yes'' select ''Green'' [[File:Green-yes.PNG |alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
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| − | | |
| − | '''Send Statements to this contact'''<br />
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| − | For ''Yes'' select ''Green'' [[File:Green-yes.PNG |alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
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| − | | |
| − | '''Send Shipment Notifications to this Contact'''<br />
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| − | For ''Yes'' select ''Green'' [[File:Green-yes.PNG |alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
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| − | | |
| − | '''Contact Active'''<br />
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| − | For ''Yes'' select ''Green'' [[File:Green-yes.PNG |alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
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| − | | |
| − | Once details have been input or updated correctly press the [[File:Create-contact.PNG|alt=Create contact Button|link=|Create contact]] button or the [[File:Modify-contact.PNG|alt=Modify contact Button|link=|Modify contact]] button.
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| − | | |
| − | '''Marketing'''<br />
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| − | Under the [[File:Marketing.PNG|alt=Marketing Button|link=|Marketing] heading the following details will be able to be input or updated.
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| − | | |
| − | '''Declines Mailshots'''<br />
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| − | For ''Declines'' select ''Green'' [[File:Green-yes.PNG |alt=Green Button|link=|Green]] <u>or</u> for ''Accepts'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
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| − | | |
| − | Once details have been input or updated correctly press the [[File:Create-contact.PNG|alt=Create contact Button|link=|Create contact]] button or the [[File:Modify-contact.PNG|alt=Modify contact Button|link=|Modify contact]] button.
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| − | | |
| − | ====== Addresses ======
| |
| − | | |
| − | Under the [[File:Addresses.PNG|alt=Addresses Button|link=|Addresses]] heading you will be able to view, edit, delete and create new addresses.<br />
| |
| − | The following information will be given for existing addresses: ''Address'', ''Default Contact'', ''Phone'', ''Default For'' and ''Action''.
| |
| − | Press the [[File:Edit-blue.PNG|alt=Edit blue Button|link=|Edit blue]] button under the addresses heading to edit the address, or press the [[File:Create-new-address.PNG|alt=Create new address Button|link=|Create new address]] button to create a new address.
| |
| − | | |
| − | The following details will be able to be input or updated.
| |
| − | | |
| − | '''Address Nickname'''<br />
| |
| − | Enter or update the address nickname here.
| |
| − | | |
| − | '''Default Contact for this Address'''<br />
| |
| − | Enter or update the default contact for this address by selecting the appropriate option from the drop-down menu.
| |
| − | | |
| − | '''Company Name'''<br />
| |
| − | Enter or update the company name here.
| |
| − | | |
| − | '''Address Line 1'''<br />
| |
| − | Enter or update the first line of the address here.
| |
| − | | |
| − | '''Address Line 2'''<br />
| |
| − | Enter or update the second line of the address here.
| |
| − | | |
| − | '''Town/City'''<br />
| |
| − | Enter or update the town or city here.
| |
| − | | |
| − | '''Country'''<br />
| |
| − | Enter or update the county here.
| |
| − | | |
| − | '''Postal Code'''<br />
| |
| − | Enter or update the postal code here.
| |
| − | | |
| − | '''Country'''<br />
| |
| − | Enter or update the country here, by selecting the appropriate option fro the drop-down menu.
| |
| − | | |
| − | '''Fax Number'''<br />
| |
| − | Enter or update the fax number here.
| |
| − | | |
| − | '''Phone Number'''<br />
| |
| − | Enter or update the phone number here.
| |
| − | | |
| − | '''Default Delivery Address'''<br />
| |
| − | For ''Yes'' select ''Green'' [[File:Green-yes.PNG |alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
| |
| − | | |
| − | '''Default Billing/Invoice Address'''<br />
| |
| − | For ''Yes'' select ''Green'' [[File:Green-yes.PNG |alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
| |
| − | | |
| − | '''Address Active'''<br />
| |
| − | For ''Yes'' select ''Green'' [[File:Green-yes.PNG |alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
| |
| − | | |
| − | Once details have been input or updated correctly press the [[File:Create-address.PNG|alt=Create address Button|link=|Create address]] button or the [[File:Update-address.PNG|alt=Update address Button|link=|Update address]] button.
| |
| − | | |
| − | Press the [[File:Delete-box.PNG|alt=Delete box Button|link=|Delete box]] button under the addresses heading to delete the address. ''Use with caution.''
| |
| − | | |
| − | ====== Pricing ======
| |
| − | | |
| − | Under the [[File:Pricing-heading.PNG|alt=Pricing heading Button|link=|Pricing heading]] heading you will be able to view and edit customer pricing details. The following details will be able to be modified.<br />
| |
| − | | |
| − | '''Minimum Order Value'''<br />
| |
| − | Enter or update the minimum order value, exclusive of VAT. Enter this value in your specified currency, to two decimal places.
| |
| − | | |
| − | '''Default Currency'''<br /> | |
| − | Enter or update the default currency here, bu selecting the appropriate option from the drop-down menu.
| |
| − | | |
| − | '''Trade Account'''<br />
| |
| − | For ''Yes'' select ''Green'' [[File:Green-yes.PNG |alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
| |
| − | | |
| − | '''Allowed Special Offers'''<br />
| |
| − | For ''Yes'' select ''Green'' [[File:Green-yes.PNG |alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
| |
| − | | |
| − | '''Allowed Quantity Break Pricing'''<br />
| |
| − | For ''Yes'' select ''Green'' [[File:Green-yes.PNG |alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]].
| |
| − | | |
| − | '''Customer Discount'''<br />
| |
| − | Enter or update the customer discount. Enter this value as a percentage, to two decimal places.
| |
| − | | |
| − | '''Customer Specific Pricing'''<br />
| |
| − | If there is any existing customer specific records, they will be displayed here with the following information: ''SKU'', ''Description'', ''Cost (Ex VAT)'' ''Price (Ex VAT)'', ''Previous Supplier Price (Ex VAT)'' and ''Action''.
| |
| − | | |
| − | Press the [[File:Update-pricing.PNG|alt=Update pricing Button|link=|Update pricing]] button to update the pricing information, then press the [[File:Save-changes.PNG|alt=Save changes Button|link=|Save Changes]] button to save changes.
| |
| − | | |
| − | ====== Products ======
| |
| − | | |
| − | Under the [[File:Products.PNG|alt=Products Button|link=|Products]] heading you will be able to view existing product history, view relevant orders and view the relevant stock information file.<br />
| |
| − | To download product history press the [[File:Download-product-history.PNG|alt=Download product history Button|link=|download product history]] button.<br />
| |
| − | The relevant orders will have the following information given: ''Order Date'', ''Order No'', ''SKU'', ''Description'', ''Ordered'', ''Delivered'', ''Unit Price'', ''Line Price'', ''Postal Code'' and ''Actions''.
| |
| − | | |
| − | '''Actions'''<br />
| |
| − | Pressing the [[File:O.PNG|alt=O Button|link=|O]] button will redirect you to the ''Sales Order Management'' page.<br />
| |
| − | Pressing the [[File:Ss.PNG|alt=Ss Button|link=|Ss]] button will redirect you to the ''Lookup Stock'' page.<br />
| |
| − | | |
| − | ====== Deliveries ======
| |
| − | | |
| − | Under the [[File:Deliveries.PNG|alt=Deliveries heading Button|link=|deliveries heading]] heading you will be able to view recent deliveries.<br />
| |
| − | For the relevant deliveries, the following details will be given: ''Order Date'', ''Order No'', ''Delivery Date'', ''Delivery No'', ''Status'', ''Method'', ''Tracking'', ''Postal Code'' and ''Actions''.
| |
| − | | |
| − | ''Actions''<br />
| |
| − | Pressing the [[File:O.PNG|alt=O Button|link=|O]] button will redirect you to the ''Sales Order Management'' page.<br />
| |
| − | Pressing the [[File:Dd.PNG|alt=Dd Button|link=|Dd]] button will redirect you to the ''Delivery Enquiry'' page.<br />
| |
| − | | |
| − | ====== Questions ======
| |
| − | | |
| − | Under the [[File:Questions.PNG|alt=Questions heading Button|link=|Questions heading]] heading you will be able to view recent questions.<br />
| |
| − | If there is any associated questions, the following information can be given: ''Question'', ''Answer'', ''Answered'' and ''Action''. Alternatively you can show hidden questions by pressing the [[File:Show-hidden-questions.PNG|alt=Show hidden questions Button|link=|show hidden questions]] button.
| |
| − | | |
| − | Press the [[File:Add-question.PNG|alt=Add question Button|link=|Add question]] button to create a new question, by adding an appropriate question and/or answer in the text box.<br />
| |
| − | Press the [[File:Save-changes.PNG|alt=Save changes Button|link=|Save Changes]] button to save changes. | |
| − | | |
| − | ====== NCRs ======
| |
| − | | |
| − | Under the [[File:NCRs.PNG|alt=NCRs Button|link=|NCRs]] heading you will be able to view NCR history. The following information will be given: ''NCR ID'', ''Status'', ''Created'', ''Operator'', ''Contact'' and ''Subject''.
| |
| − | | |
| − | ====== Spend ======
| |
| − | | |
| − | Under the [[File:Spend.PNG|alt=Spend Button|link=|Spend]] heading you will be able to view spend history. The following information will be given: ''Data Update Queued'', ''Total Orders'', ''Last Ordered'', ''Smallest Order'', ''Largest Order'', ''Total Returns'', ''Customer Spend (Inc VAT)'', ''Customer Spend (Ex VAT)'', ''Average Order (Ex VAT)'', ''Account Profit'', ''Account Margin'' and ''Last 12 Months revenue (Ex VAT)'' broken down by month.
| |
| − | | |
| − | ====== Points ======
| |
| − | | |
| − | Under the [[File:Points-heading.PNG|alt=Points heading Button|link=|Points heading]] heading you will be able to edit and view loyalty scheme details.<br />
| |
| − | '''Exclude From Loyalty Scheme'''<br />
| |
| − | For ''Yes'' select ''Green'' [[File:Green-yes.PNG |alt=Green Button|link=|Green]] <u>or</u> for ''No'' select ''Red''[[File:Red-no.PNG|alt=Red Button|link=|Red]]
| |
| − | | |
| − | '''Points Balance'''<br />
| |
| − | This will display the customers loyalty points balance.
| |
| − | | |
| − | '''Adjust Loyalty Points by'''<br />
| |
| − | Enter here if you would like to adjust the loyalty points balance.
| |
| − | | |
| − | '''Reason for Adjustments'''<br />
| |
| − | Enter here the reason that you wish to adjust the loyalty points balance.
| |
| − | | |
| − | Press the [[File:Submit-adjustments.PNG|alt=Submit adjustments Button|link=|Submit adjustments heading]] button to save changes.
| |
| − | | |
| − | '''Loyalty Points Transactions List'''<br />
| |
| − | This will display the loyalty points transaction list with the following details: ''Date/Time'', ''Points'', ''Remaining'', ''Document'', ''Expiry'', ''Status'', ''Notes'' and ''Operator''.
| |
| − | | |
| − | Press the [[File:Save-changes.PNG|alt=Save changes Button|link=|Save Changes]] button to save changes.
| |
| − | | |
| − | ====== Referrals ======
| |
| − | | |
| − | Under the [[File:Referrals.PNG|alt=Referrals Button|link=|Referrals]] heading you will be able to view and edit the customer referrals.<br />
| |
| − | '''Referred By Customer'''<br />
| |
| − | Enter here if you are updating the referred by customers information.
| |
| − | | |
| − | '''Customer Referral List'''<br />
| |
| − | This will display the current customer referrals list with the following details: ''Date/Time'', ''Customer'', ''Order'', ''Spend (Ex VAT)'', ''Profit (Ex Vat)'' and ''Last Ordered''.
| |
| − | | |
| − | Press the [[File:Save-changes.PNG|alt=Save changes Button|link=|Save Changes]] button to save changes.
| |
| − | | |
| − | ====== Assets ======
| |
| − | | |
| − | Under the [[File:Asset-heading.PNG|alt=Asset heading Button|link=|Asset heading]] heading you will be able to view and edit asset details.<br />
| |
| − | | |
| − | Any relevant customer asset details will appear with the following information: ''Asset'', ''Cost'', ''Current Value'', ''Asset Type'', ''Confirmed'' and ''Action''.
| |
| − | | |
| − | To edit the asset details, the following information can be modified:<br />
| |
| − | '''Asset Name'''<br />
| |
| − | Enter here if you are updating the name of the asset.
| |
| − | | |
| − | '''Asset Cost'''<br />
| |
| − | Enter here if you are updating the asset cost. Record this value in your specified currency, to two decimal places.
| |
| − | | |
| − | '''Last Valued'''<br />
| |
| − | Enter here the date at which the asset was last valued. Select the correct date from the pop-up calendar.
| |
| − | | |
| − | '''Asset Confirmed'''<br />
| |
| − | Tick for ''yes'' <u>or</u> leave blank for ''no''.
| |
| − | | |
| − | '''Asset Active'''<br />
| |
| − | Tick for ''yes'' <u>or</u> leave blank for ''no''.
| |
| − | | |
| − | '''Asset Value'''<br />
| |
| − | Enter here the asset value. Record this in your specified currency to two decimal places.
| |
| − | | |
| − | '''Asset Type'''<br />
| |
| − | Enter here the asset type, by selecting the appropriate option from the drop-down menu.
| |
| − | | |
| − | Once details have been input correctly, press the [[File:Modify-it.PNG|alt=Modify it Button|link=|Modify it]] button to save changes.
| |
| − | | |
| − | ====== CRM ======
| |
| − | | |
| − | Under the [[File:CRM.PNG|alt=CRM Button|link=|CRM heading]] heading you will be able to view and edit CRM details.<br />
| |
| − | | |
| − | To view CRM history, press the [[File:Go-to-crm.PNG|alt=Go to CRM Button|link=|Go to crm]] button to be redirected to the CRM history page.
| |
| − | | |
| − | To set a call back date, enter an appropriate date in the format YYYY-MM-DD and add any call back notes. Press the [[File:Set-call-back.PNG|alt=Set call back Button|link=|Set call back]] button to set call back date.
| |
| − | | |
| − | To view existing call backs, they will be given at the bottom of the page with the following details: ''Date/Time'', ''Contact'', ''Operator'' and ''Notes''.
| |
| − | | |
| − | If any changes have been made, press the [[File:Save-changes.PNG|alt=Save changes Button|link=|Save changes]] button to save changes.
| |
| − | | |
| − | ====== Lists ======
| |
| − | All of the product that the customer has in their various lists will be displayed here with the following information: ''List Name'', ''List Type'', ''SKU'', ''Description'', ''Added To List'', ''Price When Added to List (Ex VAT)'', ''Notify When In Stock'' and ''Actions''.
| |
| − | | |
| − | ====== Audit Trail ======
| |
| − | | |
| − | ====== Reviews ======
| |
| − | | |
| − | ====== Job Label ======
| |
List Returns
This section will cover how to create a new return and how to view and edit existing returns.
Create New Return
Press the 
button to create a new return and you will be redirected to the Returns Management page.
Original Order No
Enter here the original order number of the return that you would like to create.
Customer
This will display the customer name.
Replacement Order No
Enter here the replacement order number.
Re-stocking Fee
Enter here the re-stocking fee, including VAT. This should be recorded in your specified currency, to two decimal places.
Private Comments
Enter here the private comments associated with the return. If this raises a Courier Claim,these comments will be put on the claims spreadsheet.
Public Comments
Enter here the public comments associated with the return. These comments will appear on any replacement documentation to the customer.
Valid Until
Enter here the date the return will be valid until.
Return Status
This will display the return status of the order.
Return Statements
Depending on the reasons for the return, you will need to confirm one or more of the following options, not all statements will apply to all returns. Confirm the relevant statements by ticking the box. Tick 
to confirm all appropriate statements.
Once details have been input correctly, press the 
button to create the return.
Search For Existing Returns
Once you arrive on the Returns Management page, you will be able to search for existing returns, according to a number of filters.
Return Status
Select the appropriate return status from the drop-down menu.
Customer Lookup
Enter here the customer details you would like to look up.
Email Address
Enter here the email address associated with the return that you would like to search for.
Raised By
If you would like to search according to who has raised the return, select the appropriate option from the drop-down menu.
Return ID
Enter here the return ID you would like to search by.
Order No Lookup
Enter here the order number you would like to search by.
Delivery Postal Code
Enter here the original delivery postal code, associated with the return you would like to search by.
Created From
Enter here the date that the return was created from that you would like to filter by.
Press the 
button to search according to the filters specified above.
Details
Once you have searched for returns according to the specified filters, the following details will be provided for the relevant returns: Return ID, Original Order ID, Replacement Order, Customer Name, Date Created, Order Value, Return Value, Status Raided By and Action.
Edit
Press the 
button under the actions heading to be redirected to the Returns Managements page. The following details will be provided:
Original Order No
This will display the original order number for the return that has been created.
Replacement Order No
This will display the order number for the replacement order, if a replacement order has been created. If not, None Created will be shown.
Private Comments
This will display any private comments associated with the return.
Phone Number
This will display the phone number associated with the return address.
Valid Until
This will display the date that the return is valid until. This will be given in the format of YYYY-MM-DD.
Email Address
This will display the email address associated with the return.
Return Created
This will display the date at which the return was created. This will be given in the format of YYYY-MM-DD HH:MM:SS.
Last Updated
This will display the date at which the return was last updated. This will be given in the format of YYYY-MM-DD HH:MM:SS.
Fault Reason
This will display the reason as to why the return was created.
Refund Delivery Value
This will display the refund delivery value, inclusive of VAT. This will be given in your specified currency, to four decimal places.
Total Refund Value
This will display the total refund value, inclusive of VAT. This will be given in your specified currency, to four decimal places.
Customer
This will display the customer that the return is associated with.
Re-Stocking Fee
This will display the re-stocking fee, inclusive of VAT. This will be given in your specified currency, to two decimal places.
Public Comments
This will display any public comments associated with the return.
Address
This will display the return address associated with the return.
Return Status
This will display the return status.
Return ID
This will display the return ID.
Created By
This will display the operators name who created the return.
Return Date
This will display the date that the return was accepted. This will be given in the format of YYYY-MM-DD HH:MM:SS.
DOR Reason
This will display the DOR reason associated with the return, if applicable.
Full Order Value
This will display the full order value, inclusive of VAT. This will be given in your specified currency, to four decimal places.
Refund Discount Value
This will display the refund discount value, inclusive of VAT. This will be given in your specified currency, to four decimal places.
Total Exchange Value
This will display the total exchange value, inclusive of VAT. This will be given in your specified currency, to four decimal places.
SKU/Name
This will display the SKU or name of the stock record associated with the return.
Qty Ordered
This will display the quantity ordered, of specified SKU on the original order.
Qty to Return
This will display the quantity of SKU's returned.
Line Value
This will display the line value associated with the return, inclusive of VAT. This will be given in your specified currency, to hour decimal places.
Refund Value
This will display the total value of the refund, inclusive of VAT. This will be given in your specified currency, to four decimal places.
Reason
This will display the reason as to why the order is being returned.
Type
This will display the type of return. Eg. Exchange or refund.
Action
This will display when to action the return.
Stock Action
This will display of the appropriate action for the returned stock.
Comments
This will display any comments associated with the return.
Note that returns can only be edited if they are incomplete.
From this section you will also be able to navigate to Create/Edit Customer, Returns Management and Create New Return.
Create/Edit Customer
Pressing the 
button will redirect you to the Create/Edit customer page.
Please click here to be taken to the Create/Edit Customer page.
Go To Returns Listing
Pressing the 
button will take you back to the Returns Management page, where you will be able to create a new returns or search for existing returns. Press List Returns to be taken to the top of the page.
Create New Return
Pressing the button will take you to the Returns Management page, where you will be able to create a new return, as described above. Press Create New Return to be taken to the create new return section.
