BOS provides a single truth about each customer to every customer-facing employee. This means that there are no duplicate, out-dated or isolated customer records. The business has access to the most current, most accurate version of the customer's details, including useful, personal notes, on one central system.

Discover Customers

• Get Started
• Customer Interface
• Customer Setup
• Customer Contacts

Get Started

The Customers module is a fixed module that needs to be added to the Main Menu or/and to the Tile menu using Main Menu > Setup > Menu Manager.

Access needs to be granted in Main Menu > Settings > Users > Setups > Customers - Access.

• All - Full access to all Customers.
• All - excluding Accounting Settings - Access to all Customers excluding their Accounting settings.
• Only mine - excluding Accounting Settings (I'm the Rep) - Access to Customers, excluding their Accounting settings, where you are listed as the Rep only.
• Access Denied - No access to any Customer.

Customer Interface

Navigation

Main Menu > Setup > Customers > View

1. Date Filter - This allows you to filter the data shown in the data grid by date or time period.
2. Category - This allows you to filter the Customers in the data grid by Category.
3. Rep - This allows you to filter the Customers in the data grid by a specific Rep.
4. Status - This allows you to filter the Customers in the data grid by the Customer's Status.
5. Terms - This allows you to filter the Customers in the data grid by their Credit Terms.
6. Data Grid - The data grid lists all the Customers, providing the following basic information: Name, Account Number, Category, Rep, Status, Terms, VAT Type, VAT number, Credit Account, Currency, Credit limit, Type and Price Lists.
7. Menu - The Menu button provides the following additional functionality:
   • Set Adjustments - This allows you to edit Markup and Commission defaults that will apply to all Customers.
   • Edit Categories (see below)
   • Edit Job Descriptions

Edit Categories

When selecting Edit Categories from the Menu button, a side-panel will appear, allowing you to add or edit Customer Categories.

Navigation

Main Menu > Setup > Customers > Menu > Edit Categories

To add a Customer Category simply click on the Add button and enter a Name for the Category. To delete a category, click on the X in the desired Category's row.

The Menu button allows you to save or restore the Customer Categories data grid.

Edit Job Description

When selecting Edit Job Description from the Menu button, a side-panel will appear, allowing you to add or edit Job Descriptions.

Navigation

Main Menu > Setup > Customers > Menu > Edit Job Description

To add a Job Description simply click on the Add button and enter a Description. To delete a Job Description, click on the X in the desired Job Description's row.

Customers Setup

You can create an unlimited number of Customers on BOS. These are recorded either as Companies or as Individuals. Important contact, CRM and accounting information is stored here.

Navigation

Main Menu > Setup > Customers > New > Company or Individual

Main Menu > Setup > Customers > View > Select Customers > Double-click / right-click and Open Customer

Company Customer

Navigation

Main Menu > Setup > Customers > New > New Company

1. Company - This is the name of the Customer's company.
2. Reg. as - This is the Customers registered company name.
3. Type - Select a Customer Type from the Type drop-down list.
4. Detail - The Detail (image below) tab allows you to enter the following details of the Customer:

5. Accounting - The Accounting tab (image below) allows you to specify the following Accounting information of the Customer:

6. Contacts - The Contacts data grid will list all the Contact Persons of the Customer (more below)

7. Menu - The Menu button provides the following additional functionality:

• View/Edit Note - Once you've clicked on this function, the Contacts data grid will change to a Notes field where you can enter notes regarding the Customer.
• View/Edit User-defined Fields - If User-defined Fields has been created for this module you'll be able to View or Edit those fields here.
• View Customer Summary - This will open the Customer Summary side-panel.
• Save/ Restore Layout - This will save or restore the Layout.
• Restore Default Layout - This will Restore the Default Layout.

8. Created / By - This indicates when the Customer was first entered and the User who entered the Customer.

Individual Customer

The Customer Setup is the same for an Individual Customer compared to a Company Customer. However for Individual Customers you are not able to have multiple Contacts.

Navigation

Main Menu > Setup > Customers > New > New Individual

1. Company - This is unnecessary for Individual Customers, however you can enter the Individual's name here.
2. Title/First Name/Surname - Enter the Customer's Title, First name and Surname here.
3. Display as - This is the description/name that will represent the Customer in BOS.
4. Position - This indicates the position of the Customer.
5. Mobile - Enter the mobile number of the Customer here.
6. Tel - Enter the Telephone number of the Customer here.
7. Fax - Enter the Fax number of the Customer here.
8. SMS - Enter the SMS number of the Customer here. This will usually be the same as the mobile (5) number.
9. E-mail - Enter the E-mail address of the Customer here.
10. Birthday - This allows you to enter the birthday date of the Customer.
11. Note - This allows you to add notes regarding the Individual Customer.
12. Image - This allows you to add an image of the Customer. This is useful for security purposes. Simply right-click in the Image field and select Load or Paste to add an image.
13. Detail Tab - The Detail tab has the same functionality for both Individuals and Companies, however it excludes the Telephone and Fax fields because it's recorded elsewhere (6,7) with Individual Customers Setup.
14. Accounting Tab - The Accounting tab has the same functionality for both Individuals and Companies.

Customer Contacts

To add a new Contact, click Add, and the data grid will populate with a new row. There are two ways to capture Customer Contacts: you can simply complete the First name, Surname, Position, Tel, Mobile and E-mail fields in the data grid or you can right-click or click on the Ellipsis on a Contact row and select Edit Contact. By selecting Edit Contact, BOS provides more functionality for data capture than the data grid. See image below:

Navigation

Main Menu > Setup > Customers > New > New Company > Add Contact > Right-Click on contact in data grid > Edit Contact

Once you've selected Edit Contact an Edit Contact interface will open. See image below:

1. Image - This field allows you to add an Image of the Contact Person.
2. General Details - Here you are able to enter the general details of the Contact Person. Complete the following fields:
   • Title, First name and Surname - Enter the Contact's name here.
   • Display as - This is the description that will be used throughout the application to represent the Contact.
   • Company - This field will automatically populate, showing to witch Company the Contact is linked to.
   • Position - Here you can specify the Contact's position in his/her Company.
3. Contact Details - The Contact Person's contact details can be captured here. The Tel field will automatically populate with the Tel number entered in the Customer Setups.
4. Birthday - Enter the Contact's birthday here.
5. Note - Any additional notes regarding the Customer Contact can be entered here.

Once you are finished, click on the Arrow button next to the Edit Contact heading top-left and you will return to the Contacts data grid. All the fields of the Contact will automatically be populated in the grid. See image below: