Add a Customer

Fields appearing in pink are mandatory and must be entered:

1. Customer/Company full name:  Enter the full name of the customer or the customer company name.

2. Full Address:  Enter the customer address.

3. Currency:  Set the currency this customers booking confirmations, invoices & account statements will appear in. When viewing their account in Seedtrakr you'll still see these values in your currency. 

Note:  Once a currency is set on a customer it cannot be changed.

4. Payment Terms:  Select the appropriate term.

5. SSA#:  Enter the customer's SSA#.

6. Customer Status:  This field will default to active. To change the customer status, select the desired status and save the changes.

7. Country:  Select the customer's country from the drop down menu. 

Note: Only countries listed are supported at this time.

8. City/Ville/Community:  Enter the customer city.

9. Province/State/Territory:  Enter the customer province or state (must add country before editable).

10. Postal/ZIP code:  Enter the customer postal or zip code (must add country before editable).

11. Account #:  Specify the customer's account number that will appear on their booking confirmations & invoices.

12. TSA #:  Enter the customer's TSA #.

1. First Name:  Enter the contact person's first name.

2. Phone:  Enter the customer phone number.

3. Alternate Shipping Address?:  Select this checkbox if the customer has a different shipping address than their set address.  If set this address will appear on their invoices.

4. Additional Info:  Add any additional information for that customer.

5. Last Name:  Enter Contact Person's Last Name.

6. Fax:  Enter the customer fax number.

7. Mobile:  Enter the customer's mobile phone number (10 digits, with or without dashes)

Note: If you see an (Invalid for SMS) message appear, this means that an unsupported phone number format has been entered and you will not be able to send documents to the customer by SMS using this number.

8. Email Addresses to Add: Enter any additional email addresses associated with the customer.

9. Primary Email Address: Check this box if the entered email address is the customer's primary contact.

Note: This email is used to link to a MySeed user.

10. Send to by Default: Check this box if the email you entered should be sent any emails to the customer by default.

11. Add: Click "Add" to save the entered email address, along with the selected options for Primary Email Address and Send by Default, to the email table.
    
    

1. Is External Sales Account?:  Check this box if this customer account is for an external sales person.

2. Apply automatic discount?:  Check this box to apply an automatic discount to all bookings for this customer. (Discount % can be specified if this box is selected).

3. Is Genetics Company?:  Check this box if the customer account is a genetics company, enabling this setting allows the customer to be used for the contract production feature.

4. Is Grower?:  Check this box if this customer account is for a grower.

5. Is Seed Supplier?:  Check this box is this customer account is for a seed supplier.

6. Is Toll Retail:  Check this box if the customer is to be used as a wholesaler for the toll retail feature.

1. Total Acreage:  Enter the customer's total acreage that they farm.

2. Select Crop Types: From the drop-down menu, select the crop type(s) the customer grows.