This is where you list your Customers, either as a Company with any number of Individuals listed underneath it, or as an Individual.

With a 'single truth' for each customer, there are no duplicate, out-dated or isolated customer records - that means every customer-facing person in your business has access to the most up-to-date version of the customer's details.

Discover Customers

• Customer Data Grid
• Customer Setup

Customer Data Grid

Navigation

Main Menu > Setup > Customers > View

1. Date Filter - This allows you to filter the records displayed in the data grid by date.
2. Category - This allows you to filter the records displayed in the data grid by a specific Customer Category.
3. Rep - This allows you to filter the records displayed in the data grid by a specific representative.
4. Status - This allows you to filter the records displayed in the data grid by a specific status.
5. Terms - This allows you to filter the records displayed in the data grid by a specific term of payment.
6. Starting with - Here you can search for records belonging to a Company name that begins with the letters or numbers you have entered.
7. Containing - Here you can enter any description, letter or number containing the desired record you wish to find.
8. Data Grid - This displays all the Customer details by Company, Category, Rep, Branch, Acc Number, Status, Terms, VAT Type, VAT Number, Created Date, Credit App., Credit Limit, Projected amount, and Type of Customer.
9. Customer Actions - By right-clicking on a Customer allows you to perform the following Actions:
   • Edit - This allows you to edit the Customer, you are also able to edit a Customer by double-clicking on the desired Customer.
   • Delete - This will delete the selected Customer.
   • Output - This allows you to Print, E-mail or SMS Customer records. For more about Output, click here.
   • New Quotation - This will create a new Quotation linked to the selected Customer.
   • New Workflow - This will create a new Workflow entry for the Customer. All the Workflow modules that linked to Customers will be listed.
   • New Customer File - This will create a new Customer File entry.
   • View Customer Summary - This will open the Customer Summary side-panel.
   • View Quotations - This will open the Quotations module, showing all the Pending and Complete Quotations linked to the selected Customer.
   • View Work in Progress - This will open the Sales Order module, showing all the Pending and Active Sales Orders linked to the selected Customer.
   • View Workflows - This will open all the Workflow items linked to the Customer. All the Workflow modules that are linked to Customers will be listed.
   • View Customer File - This will open the Customer File side-panel.
10. Menu - The Menu button provides the following additional functionality:
    • Format - This will convert all the Customer records to upper/lower case.
    • Edit Categories - This will open the Customer Categories Setup.
    • Set Adjustments - This allows you to update the Markup and Commission values of all the Customers listed in the Customers data grid. Once you've clicked Update, you'll be prompted to confirm that the update applies to all Customers. See images below:

1. Other Detail

The Other Detail tab shows the basic information about the company.

1. Company - This is where the name of the Company is added.
2. Reg. Name - If the Company has a different Registered name, enter it here.
3. Type - This specifies whether this Customer is a business or an individual. When creating a new Customer you will first select the Customer Type, so this field will be already populated.
4. Contact Details - Enter telephone, Fax, and Postal Addresses here.
5. Street Address - Multiple Street Addresses can be linked to one Customer.
6. Category - This allows you to include your Customer in a Category. This is for Reporting, as well as communication / marketing. This list is created in Main Menu > Setup > Settings & Defaults > Lists & Categories > Customer Categories.
7. Rep - This allows you to specify a default sales rep for this Customer - although any other Rep can be selected within the transaction. If left blank, you can select a Rep from within the transaction.
8. Projected - This allows you to enter a projected income from this client for the financial year. This is useful for financial reporting purposes.
9. Destination - This is where you specify what the default destination is for this Customer. This is used in Estimating to automatically specify the delivery option.
10. VAT No - If applicable, the VAT number can be added here.
11. Customer Created Details - This shows when the Customer was created in your QuickEasy BOS database; and which User created the Customer.
12. Menu - The Menu button provides the following additional functionality:
    • Copy Tel & Fax to Contacts - This will automatically copy the Tel and Fax contact details to the Contacts module.
13. Actions - The Actions button provides the following functionality:
    • New Quotation - This will create a new Quotation linked to the selected Customer.
    • New Workflow - This will create a new Workflow entry for the Customer. All the Workflow modules that linked to Customers will be listed.
    • New Customer File - This will create a new Customer File entry.
    • View Customer Summary - This will open the Customer Summary side-panel.
    • View Quotations - This will open the Quotations module, showing all the Pending and Complete Quotations linked to the selected Customer.
    • View Work in Progress - This will open the Sales Order module, showing all the Pending and Active Sales Orders linked to the selected Customer.
    • View Workflows - This will open all the Workflow items linked to the Customer. All the Workflow modules that are linked to Customers will be listed.
    • View Customer File - This will open the Customer File side-panel.

2. Contacts

If the Customer is listed as a Company, the Contacts tab will show. All the contacts for the business are listed here. An unlimited number of contacts can be listed. You can view all the created Contacts in the CRM Module under Contacts.

1. Data Grid - Here you can list all the Contacts for the Customer. These fields will be automatically populated once you added the Contact.
2. Add - Click this button to add a Contact. A Contact Editor window will appear where you can enter the necessary Contact's details. See below:

3. User Fields

The User Fields tab will only be available if User Fields has been created for the Customer Module. User Fields are fully customisable.

4. Accounting

This is where the Default Accounting settings for a Customer will be set-up.

1. Status - By default a new Customer is set as a Prospect. In order to create a Sales Order, the Status needs to be set to Occasional or Active.
2. Contact - Here you can select the Contact most suitable for Accounting in the Company.
3. Account No. - This is important if the business needs to export financial data to Pastel, as it will match records by the Account Number.
4. Vendor No. - Here you can enter the Company's Vendor number if applicable.
5. Credit Terms - This setting specifies when an outstanding amount is deemed 'overdue' in the Customer Age Analysis. For more about the Customer Age Analysis, click here.
6. Credit App - Here you can select what data the Credit was Applied.
7. Secured limit - The safe amount of Credit for the Customer.
8. Approve limit - The maximum amount approved for Credit.
9. Est. MU (%) - This allows you to set specific Markup % default for each Customer.
10. Est. Com - This allows you to set specific Commission % value and the how it is applied.
11. VAT Type - This specifies whether the Customer is VAT incl or excl, and affects Sales Orders and Invoices. Quotes are VAT Standard by default.
12. VAT No. - Here you can enter the Customer's VAT number.
13. Currency - This allows you to specify which Currency this Customer uses.
14. Branch - This allows you to link the Customer to a specific Branch. When a Customer is linked to a Branch, they can only be selected on a Quotation or Estimate which is linked to the same Branch. If the Branch on a Quotation or Estimate is changed, the Customer will be cleared if they are not linked to the newly selected Branch.

1. Customer Name - This is where the name of the Individual Customer is added.
2. Display as - The description entered here, is how the Customer will be displayed in the Customers data grid.
3. Contact Details - Here you can enter the contact details of the Individual Customer.
4. Birthday - Enter the Individual Customer's birthday here.
5. Note - Any additional notes can be entered here.

The Other Detail tab is still available to enter the Address and other details of the Individual Customer.