Editing Existing Customers Accounts

This page will explain how to edit existing Customer Accounts on Spitfire.

Billing

Under the heading you will be able to update the following details.

Do Not Call Customer
Enter here if you are updating the do not call customer details. For Yes select Green or for No select Red. Do not call = green.

Customer Declines Mailshots
Enter here if you are updating the customer declines mailshots details. For Yes select Green or for No select Red. Customer declines = green.

Customer Status
Enter here if you are updating the customer status, by selecting the appropriate option from the drop-down menu.

Customer Category
Enter here if you are updating the customer category, by selecting the appropriate option from the drop-down menu.

Parent Company
Enter here if you are updating the parent company details.

Company Name
Enter here if you are updating the company name.

Default Sales Contact
Press the button to change the default sales contact.

Default Billing Contact
Press the button to change the default billing contact.

Default Billing Address
Press the button to change the default billing address.

Website Address
Enter here if you are updating the website address.

Customer Logo
Enter here if you are updating the customer logo, buy uploading the appropriate file from you PC.

Once details have been updated correctly, press the button to save changes.

Delivery

Under the heading you will be able to update the following details.

Default Delivery Option
Update the default delivery option here by selecting from the drop-down menu.

Drop-Ship for Customer
For Yes Select or for No select .

Delivery via Van Route
For Yes Select or for No select .

No internal account manager change for van deliveries
For Yes Select or for No select .

Order cut-off Time
Enter the appropriate cut off time for the system to not release orders after. This should be given in the format of HH:MM:SS.

Stock Picking Priority
Enter here the stock picking priory for this customer. The higher the number, the higher priority this customer will have over other customers.

Default Delivery Contact
Press the button to change the default delivery contact.

Default Delivery Address
Press the button to change the default delivery address.

Customer Specific Delivery Rates
Delivery Method
Enter here if you are updating the delivery method. Select the appropriate option from the drop-down menu.

Custom Description<br / Enter here the custom description. Leave blank to use default custom descriptions.

Rate
Enter here the Rate, exclusive of VAT.

From Order Value
Enter here the from order value, exclusive of VAT.

Active
Tick make the delivery rate active.

Once details have been input correctly, press the button to create the customer specific delivery rate.

Once details have been updated correctly, press the button to save changes.

Admin

Under the heading you will be able to update the following details.

NCR Catchall Domain
Enter here if you are updating the NCR catchall domain details.

Account Created
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.

Lead Generator
Enter here if you are updating the lead generator, by selecting the appropriate option from the drop-down menu.

Sales Manager
Enter here if you are updating the sales manager, by selecting the appropriate option form the drop-down menu.

Origin
Enter here if you are updating the origin details.

Origin Site
Enter here if you are updating the origin site details, by selecting the appropriate option from the drop-down menu.

Source
Enter here if you are updating the source details.

Default Sales Code
Enter here if you are updating the default sales code, by selecting the appropriate option from the drop-down menu.

Exclude from Call Back Generation
For Yes Select or for No select .

Account Number
This will display the account number.

Notes
Enter here any notes associated with the account.

Once details have been updated correctly, press the button to save changes.

Credit

Under the heading you will be able to update the following details.

Current Balance
This will display the current balance, in your specified currency, to four decimal places.

Overdue Balance
This will display the current overdue balance, in your specified currency, to four decimal places.

Term
Enter here the term, in days, that you would like the credit to renew.

Terms Option
If you are updating the terms option, select the appropriate option from the drop down menu.

VAT Number
Enter here if you are updating the VAT number.

EC Customer
This will zero-rate all VAT for this customer. For Yes select Green or for No select Red.

Company Reg No
Enter here if you are updating the company registration number.

3rd Party Account No
Enter here if you are updating the 3rd party account number details.

Sage Shortname
Enter here if you are updating the sage shortname.

Type/Sector
Enter here if you are updating the type or sector, by selecting the appropriate option from the drop-down menu.

Invoices by Post
For Yes select Green or for No select Red.

Apply for Credit
For Yes select Green or for No select Red.

Credit Allowed
For Yes select Green or for No select Red.

Credit Hold
For Yes select Green or for No select Red.

Exempt from Auto Credit Hold
For Yes select Green or for No select Red.

Credit Hold Reason
Enter here the appropriate reason for credit hold.

Creditsafe/Experian Limit Advised
Enter here if you are updating the Creditsafe and Experian credit limit. Enter this value in your specified currency to four decimal places.

Credit Limit
Enter here if you are updating the credit limit. Enter this value in your specified currency, to four decimal places.

Credit Control Notes
Enter here if you are updating any of the credit control notes.

Customer Has Consolidated Invoicing
For Yes select Green or for No select Red.

Consolidated Frequencybr /> Enter here if you are updating the consolidated frequency, by selecting the appropriate option from the drop-down menu.

Consolidated Time/Day
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.

Consolidate Invoices By
Enter here if you are updating the consolidate invoice by details, by selecting the appropriate option from the drop-down menu.

Group in to sections on Consolidated Invoices
Enter here if you are updating the group into sections on consolidated invoices, by selecting the appropriate option from the drop-down menu.

Show Subtotals on Consolidated Invoices
For Yes select Green or for No select Red.

Only Consolidate Completed Orders
For Yes select Green or for No select Red.

Send Delivery Notes to Consolidated Invoice Customer
For Yes select Green or for No select Red.

Contact to send Delivery Notes
Enter here if you are updating the contact to send delivery notes, by selecting the appropriate option from the drop-down menu.

Trade reference 1 Company/Name
Enter here if you are updating the first trade reference company or name.

Address
Enter here if you are updating the first trade reference address.

Telephone
Enter here if you are updating the first trade reference telephone number.

Email
Enter here if you are updating the first trade reference email address.

Trade Reference 2 Company/Name
Enter here f you are updating the second trade reference company or name.

Address
Enter here if you are updating the second trade reference address.

Telephone
Enter here if you are updating the second trade reference telephone.

Email
Enter here if you are updating second trade reference email address.

Credit Check Requirements - Passed All Credit Checks
This is automatic based on the information given on screen. For Yes select Green or for No select Red.

Once details have been updated correctly, press the button to save changes.

Contacts

Under the heading you will be able to view, edit, delete and create new contacts.
The following information will be given for existing contacts: Name, Phone, Email Address, Position, Default for, Password Set and Action. Press the button under the actions heading to edit the contact, or press the button to create a new contact.

Name
Under the heading the following details will be able to be input or updated.

Prefix
Enter or update the contact prefix here.

Forename
Enter or update the contact forename here.

Middle Name
Enter or update the contact middle name here.

Surname
Enter or update the contact surname here.

Once details have been input or updated correctly press the button or the button.

Contact Details
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.

Email Address
Enter or update the contact email address here.

Phone
Enter or update the contact phone number here.

Fax
Enter or update the contact fax details here.

Position
Enter or update the contact position here.

Login Password
Enter or update the login password here.

Contact Notes
Enter or update the contact note details here.

Once details have been input or updated correctly press the button or the button.

Access
Under the [[File:Access.PNG|alt=Access Button|link=|Access] heading the following details will be able to be input or updated.

Access to orders
For Yes select Green or for No select Red.

Access to Stock Listing
For Yes select Green or for No select Red.

Access to Invoices and Credits
For Yes select Green or for No select Red.

Access to NCRs
For Yes select Green or for No select Red.

Can Place Orders
For Yes select Green or for No select Red.

Can Create NCRs
For Yes select Green or for No select Red.

Default Contact (sales)
For Yes select Green or for No select Red.

Default Delivery Contact
For Yes select Green or for No select Red.

Send Invoices/ Credits to this Contact
For Yes select Green or for No select Red.

Send Statements to this contact
For Yes select Green or for No select Red.

Send Shipment Notifications to this Contact
For Yes select Green or for No select Red.

Contact Active
For Yes select Green or for No select Red.

Once details have been input or updated correctly press the button or the button.

Marketing
Under the [[File:Marketing.PNG|alt=Marketing Button|link=|Marketing] heading the following details will be able to be input or updated.

Declines Mailshots
For Declines select Green or for Accepts select Red.

Once details have been input or updated correctly press the button or the button.

Addresses

Under the heading you will be able to view, edit, delete and create new addresses.
The following information will be given for existing addresses: Address, Default Contact, Phone, Default For and Action. Press the button under the addresses heading to edit the address, or press the button to create a new address.

The following details will be able to be input or updated.

Address Nickname
Enter or update the address nickname here.

Default Contact for this Address
Enter or update the default contact for this address by selecting the appropriate option from the drop-down menu.

Company Name
Enter or update the company name here.

Address Line 1
Enter or update the first line of the address here.

Address Line 2
Enter or update the second line of the address here.

Town/City
Enter or update the town or city here.

Country
Enter or update the county here.

Postal Code
Enter or update the postal code here.

Country
Enter or update the country here, by selecting the appropriate option fro the drop-down menu.

Fax Number
Enter or update the fax number here.

Phone Number
Enter or update the phone number here.

Default Delivery Address
For Yes select Green or for No select Red.

Default Billing/Invoice Address
For Yes select Green or for No select Red.

Address Active
For Yes select Green or for No select Red.

Once details have been input or updated correctly press the button or the button.

Press the button under the addresses heading to delete the address. Use with caution.

Pricing

Under the heading you will be able to view and edit customer pricing details. The following details will be able to be modified.

Minimum Order Value
Enter or update the minimum order value, exclusive of VAT. Enter this value in your specified currency, to two decimal places.

Default Currency
Enter or update the default currency here, bu selecting the appropriate option from the drop-down menu.

Trade Account
For Yes select Green or for No select Red.

Allowed Special Offers
For Yes select Green or for No select Red.

Allowed Quantity Break Pricing
For Yes select Green or for No select Red.

Customer Discount
Enter or update the customer discount. Enter this value as a percentage, to two decimal places.

Customer Specific Pricing
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 button to update the pricing information, then press the button to save changes.

Products

Under the heading you will be able to view existing product history, view relevant orders and view the relevant stock information file.
To download product history press the button.
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
Pressing the button will redirect you to the Sales Order Management page.
Pressing the button will redirect you to the Lookup Stock page.

Deliveries

Under the heading you will be able to view recent deliveries.
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
Pressing the button will redirect you to the Sales Order Management page.
Pressing the button will redirect you to the Delivery Enquiry page.

Questions

Under the heading you will be able to view recent questions.
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 button.

Press the button to create a new question, by adding an appropriate question and/or answer in the text box.
Press the button to save changes.

NCRs

Under the 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 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 heading you will be able to edit and view loyalty scheme details.
Exclude From Loyalty Scheme
For Yes select Green or for No select Red

Points Balance
This will display the customers loyalty points balance.

Adjust Loyalty Points by
Enter here if you would like to adjust the loyalty points balance.

Reason for Adjustments
Enter here the reason that you wish to adjust the loyalty points balance.

Press the button to save changes.

Loyalty Points Transactions List
This will display the loyalty points transaction list with the following details: Date/Time, Points, Remaining, Document, Expiry, Status, Notes and Operator.

Press the button to save changes.

Referrals

Under the heading you will be able to view and edit the customer referrals.
Referred By Customer
Enter here if you are updating the referred by customers information.

Customer Referral List
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 button to save changes.

Assets

Under the heading you will be able to view and edit asset details.

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:
Asset Name
Enter here if you are updating the name of the asset.

Asset Cost
Enter here if you are updating the asset cost. Record this value in your specified currency, to two decimal places.

Last Valued
Enter here the date at which the asset was last valued. Select the correct date from the pop-up calendar.

Asset Confirmed
Tick for yes or leave blank for no.

Asset Active
Tick for yes or leave blank for no.

Asset Value
Enter here the asset value. Record this in your specified currency to two decimal places.

Asset Type
Enter here the asset type, by selecting the appropriate option from the drop-down menu.

Once details have been input correctly, press the button to save changes.

CRM

Under the heading you will be able to view and edit CRM details.

To view CRM history, press the 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 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 button to save changes.

Lists

All of the products 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.

Create and Edit Lists

New List Name
Enter here the name of the new list you would like to create.

New List Type
Select the list type from the drop down menu.

Press the button to save changes.

Customer List
Select the customer list from the drop-down menu, that you would like to add SKU's to.

SKU to add to List
Enter here the SKU that you would like to add to the selected customer list.

Notify Customer when it is in stock
For Yes select Green or for No select Red.

Press the button to add SKU to list, then press the button to save changes.

Audit Trail

Under the heading you will be able to view an audit trail of any information that has been altered. The following information will be given: Date/Time, User and Action.

Reviews

Under the heading, all of the reviews that have been given by this customer will be displayed. The following information will be given: Review Timestamp, Stock Item, Review Stars, Review Text and Action.

Job Label

Under the heading you will be able to alter the job label. Please click here to be taken to the Job Label Template page. Here you will find instructions on how to edit and create new job labels.