Difference between revisions of "Create a Customer Account"

From Skynet Software Wiki
Jump to navigation Jump to search
(Added and filled in Step 2. Added Steps 3, 4 & 5 to create Contents Box.)
(Pretty much all questions in, 3/4 explanations done. Separated Step 4 into two bits.)
Line 136: Line 136:
 
== Step 3 - Ordering and Administration Details ==
 
== Step 3 - Ordering and Administration Details ==
  
 +
This is where you can set Ordering and Administration details.
  
 +
'''Lead Generator'''<br />
 +
You can specify who created the lead to get the customer on board.
  
−
== Step 4 - Credit Control Details ==
+
'''Call Back Date'''<br />
 +
If the customer needs calling back, specify the date here and Spitfire will add it to your call-back list. Can be left empty.
  
 +
'''Call Back Notes'''<br />
 +
You can add notes to the above call back if required. Can be left empty.
  
 +
'''Account Manager'''<br />
 +
If the customer has an Account Manager, you can specify that person here. Leave as <nowiki>--- Please Select ---</nowiki> to not set an Account Manager.
 +
 +
'''Origin'''<br />
 +
If you have multiple websites, you can specify the name of the site that the customer will use here. Can be left blank.
 +
 +
'''Origin Site'''<br />
 +
Choose which link the site above points to here.
 +
 +
'''Source'''<br />
 +
Nathan.
 +
 +
'''VAT Number''' <br />
 +
If the customer has one, enter their VAT Number here. Can be left blank.
 +
 +
'''Default Sales Code'''<br />
 +
If Spitfire is programmed with multiple Sales Codes, choose which applies to the customer here. A default should be pre-selected.
 +
 +
'''Exclude from Call Back Generation?''' <br />
 +
Spitfire can generate a list of customers to call automatically. Set this to green to make this customer not be added to the list.
 +
 +
'''Account Notes'''<br />
 +
Any notes about the customer can be put here. They will show as a pop-up anytime the account is accessed.
 +
 +
Click the [[File:Next.png|alt=Next Button|link=|Next]] button at the bottom right side of the page to show Step 4.
 +
 +
== Step 4a - Credit Control Details ==
 +
 +
This is where you can set up the customer's Credit / Trade details (if applicable).
 +
 +
'''Terms'''<br />
 +
Set the customer's credit terms in days here. This determines how long the customer gets before Spitfire expects them to pay an invoice.
 +
 +
'''Terms Option'''<br />
 +
Choose what Terms Option the customer gets.
 +
 +
'''EC Customer'''<br />
 +
If the customer does not pay VAT on their orders (for example they are in the Channel Islands) set this to yes and Spitfire will not apply VAT to their orders.
 +
 +
'''Invoices Email'''<br />
 +
If you wish to have a second email address receive Invoice emails, specify it here. Can be left blank.
 +
 +
'''Statements Email'''<br />
 +
If you wish to have a second email address receive Statement emails, specify it here. Can be left blank.
 +
 +
'''Company Reg No'''<br />
 +
If you wish to record the company's Registration Number, you can specify it here. Can be left blank.
 +
 +
'''3rd Party Account No'''<br />
 +
Sometimes the customer will specify their own account number for you. If you wish, you can specify it here. Can be left blank.
 +
 +
'''Sage Shortname'''<br />
 +
If you know the Shortname for this customer on Sage, you can specify it here. Can be left blank.
 +
 +
'''Type / Sector'''<br />
 +
Should you wish to specify the type of business the customer is in, you can choose it from the dropdown box here.
 +
 +
'''Prefers Invoices by Post'''<br />
 +
If the customer prefers to have paper invoices sent to them, set this to yes.
 +
 +
'''Apply for Credit'''<br />
 +
If the customer wants to pay by Credit, set this to yes. Spitfire will notify your Accounts department and they will action this for you.
 +
 +
'''Credit Limit''' ''Required if Apply for Credit is set to yes''<br />
 +
You can specify how much Credit the customer would like here. This will help your Accounts department with the Customer's Credit Application. Can be left blank if ''Apply for Credit'' is set to no.
 +
 +
'''Credit Notes''' ''Required if Apply for Credit is set to yes''<br />
 +
Enter any notes that will help your Accounts Department with the customer's Credit Application. Can be left blank if ''Apply for Credit'' is set to no.
 +
 +
'''Customer has Consolidated Invoicing'''<br />
 +
If the customer prefers to have their Invoices Consolidated and sent all at once, set this to yes.
 +
 +
'''Consolidated Frequency'''<br />
 +
Specify here how often Spitfire will send the customer their Consolidated Invoices.
 +
 +
'''Consolidated Time/Day'''<br />
 +
 +
 +
'''Consolidate Invoices By'''<br />
 +
 +
 +
'''Group in to sections on Consolidated Invoices'''<br />
 +
 +
 +
'''Show Subtotals on Consolidated Invoices'''<br />
 +
 +
 +
'''Only Consolidate Completed Orders'''<br />
 +
 +
 +
'''Send Delivery Notes to Consolidated Invoice Customer'''<br />
 +
 +
 +
=== Step 4b - Trade References ===
 +
 +
 +
 +
Click the [[File:Next.png|alt=Next Button|link=|Next]] button at the bottom right side of the page to show Step 5.
  
 
== Step 5 - Customer Pricing ==
 
== Step 5 - Customer Pricing ==
 +
 +
'''Minimum Order Value'''<br />
 +
 +
 +
'''Default Currency'''<br />
 +
 +
 +
'''Trade Account'''<br />
 +
 +
 +
'''Allowed Special Offers'''<br />
 +
 +
 +
'''Allowed Quantity Break Pricing'''<br />
 +
 +
 +
'''Customer Discount %'''<br />

Revision as of 22:49, 1 August 2020

This page will explain how to create a Customer's Account on Spitfire.

The process is split up into 5 steps:

Step 1 - Account and Billing Details

This is where you enter the customer's Account and Billing Details.

Do Not Call Customer
Set this to green if you want to have Spitfire display a message informing the team not to call the customer.

Customer Declines Mailshots
Set this to green if you do not want Spitfire to send the customer sales e-mails.

Customer Status
You can choose what Status the customer will have when the account is created:

Prospect will make the customer not show on a search unless the search options are set to find prospect accounts, while Current accounts will show on a normal customer search.

Customer Category
This allows you to choose what Category the customer can be applied to. For example, they can be marked as a sales or a trade customer.

NCR Catchall Domain
Any e-mails matching the domain typed into this entry will be diverted to this customer.

Prefix
Put the customer's title, eg: Mr, Mrs, Miss, etc here. Can be left blank.

Forename Required
Put the customer's first name here.

Middle Name
Put the customer's middle name here. Can be left blank.

Surname Required
Put the customer's last name here.

Parent Company
Put a customer's parent company here if required. Can be left blank.

Company Name
Put the customer's company name here. This is what will show on customer searches and at the top of a customer account's page.

Postal Code Required
Put the customer's Post Code here.

Address Line 1 Required
Put the customer's first line of their address here.

Address Line 2
Put the customer's 2nd line of their address here. Can be left blank.

Town/City Required
Put the customer's town or city here.

County
Put the customer's county here. Can be left blank.

Country
Choose the customer's country from the drop down box.

Phone Number
Put the customer's phone or mobile number here. Can be left blank.

Fax Number
Put the customer's fax number here. Can be left blank.

Website Address
Put the address of the customer's website here. Can be left blank.

Email Address Required
Put the customer's e-mail address here. Spitfire will send updates, invoices and other important information to this email address.

Click the Next Button button at the bottom right side of the page to show Step 2.

Step 2 - Customer Delivery Details

This is where you enter the customer's delivery details.

Default Delivery Option
This drop down box will allow you to choose what the customer's default delivery option is selected when an order is created for them.

Use same details as Billing Address
If the customer's billing and delivery address details are identical you can click to make this green and Spitfire will copy the details from the Billing step to the Delivery step for you.

Drop-Ship for this Customer
Select this option to tell Spitfire that this customer's orders are to be drop-Shipped.

Delivery via Van Route
Selecting this option will tell Spitfire that all orders will be sent out on a local delivery van by default.

No charge for van deliveries
If you charge for van deliveries, this will tell Spitfire to not charge this customer for them.

Prefix
Put the customer's title, eg: Mr, Mrs, Miss, etc here. Can be left blank.

Forename Required
Put the customer's first name here.

Middle Name
Put the customer's middle name here. Can be left blank.

Surname Required
Put the customer's last name here.

Company Name
Put the customer's company name here. This is what will show on customer searches and at the top of a customer account's page.

Postal Code Required
Put the customer's Post Code here.

Address Line 1 Required
Put the customer's first line of their address here.

Address Line 2
Put the customer's 2nd line of their address here. Can be left blank.

Town/City Required
Put the customer's town or city here.

County
Put the customer's county here. Can be left blank.

Country
Choose the customer's country from the drop down box.

Phone Number
Put the customer's phone or mobile number here. Can be left blank.

Fax Number
Put the customer's fax number here. Can be left blank.

Click the Next Button button at the bottom right side of the page to show Step 3.

Step 3 - Ordering and Administration Details

This is where you can set Ordering and Administration details.

Lead Generator
You can specify who created the lead to get the customer on board.

Call Back Date
If the customer needs calling back, specify the date here and Spitfire will add it to your call-back list. Can be left empty.

Call Back Notes
You can add notes to the above call back if required. Can be left empty.

Account Manager
If the customer has an Account Manager, you can specify that person here. Leave as --- Please Select --- to not set an Account Manager.

Origin
If you have multiple websites, you can specify the name of the site that the customer will use here. Can be left blank.

Origin Site
Choose which link the site above points to here.

Source
Nathan.

VAT Number
If the customer has one, enter their VAT Number here. Can be left blank.

Default Sales Code
If Spitfire is programmed with multiple Sales Codes, choose which applies to the customer here. A default should be pre-selected.

Exclude from Call Back Generation?
Spitfire can generate a list of customers to call automatically. Set this to green to make this customer not be added to the list.

Account Notes
Any notes about the customer can be put here. They will show as a pop-up anytime the account is accessed.

Click the Next Button button at the bottom right side of the page to show Step 4.

Step 4a - Credit Control Details

This is where you can set up the customer's Credit / Trade details (if applicable).

Terms
Set the customer's credit terms in days here. This determines how long the customer gets before Spitfire expects them to pay an invoice.

Terms Option
Choose what Terms Option the customer gets.

EC Customer
If the customer does not pay VAT on their orders (for example they are in the Channel Islands) set this to yes and Spitfire will not apply VAT to their orders.

Invoices Email
If you wish to have a second email address receive Invoice emails, specify it here. Can be left blank.

Statements Email
If you wish to have a second email address receive Statement emails, specify it here. Can be left blank.

Company Reg No
If you wish to record the company's Registration Number, you can specify it here. Can be left blank.

3rd Party Account No
Sometimes the customer will specify their own account number for you. If you wish, you can specify it here. Can be left blank.

Sage Shortname
If you know the Shortname for this customer on Sage, you can specify it here. Can be left blank.

Type / Sector
Should you wish to specify the type of business the customer is in, you can choose it from the dropdown box here.

Prefers Invoices by Post
If the customer prefers to have paper invoices sent to them, set this to yes.

Apply for Credit
If the customer wants to pay by Credit, set this to yes. Spitfire will notify your Accounts department and they will action this for you.

Credit Limit Required if Apply for Credit is set to yes
You can specify how much Credit the customer would like here. This will help your Accounts department with the Customer's Credit Application. Can be left blank if Apply for Credit is set to no.

Credit Notes Required if Apply for Credit is set to yes
Enter any notes that will help your Accounts Department with the customer's Credit Application. Can be left blank if Apply for Credit is set to no.

Customer has Consolidated Invoicing
If the customer prefers to have their Invoices Consolidated and sent all at once, set this to yes.

Consolidated Frequency
Specify here how often Spitfire will send the customer their Consolidated Invoices.

Consolidated Time/Day


Consolidate Invoices By


Group in to sections on Consolidated Invoices


Show Subtotals on Consolidated Invoices


Only Consolidate Completed Orders


Send Delivery Notes to Consolidated Invoice Customer


Step 4b - Trade References

Click the Next Button button at the bottom right side of the page to show Step 5.

Step 5 - Customer Pricing

Minimum Order Value


Default Currency


Trade Account


Allowed Special Offers


Allowed Quantity Break Pricing


Customer Discount %

Retrieved from ‘https://wiki.genisys-systems.co.uk/index.php?title=Create_a_Customer_Account&oldid=99’