Customers - Financial


Overview


Companies or individuals who are existing customers or current prospects can be setup in the Customers section of the CRM. Custom defaults can be setup for each Customer that will transfer over to all new quotes and orders.


Adding Customer Financial Information

Step     Action

  1.       From the Customer edit modal window, select {Financial} on the right-hand side of screen 

            to auto scroll to Financial section. 


  2.      Complete fields for customers Financial information.  

Field
Description
Discount
Enter value for the Discount.
Credit Limit
Enter value for the Credit Limit.
Tax Type
Select Tax Type option from the drop-down.
Note: These options can be modified. (See Tax Types under Financial-Taxes)
Tax Exempt Number
Enter Tax Exempt Number if applicable.
Requires PO
Default set to No. Toggle to Yes if PO required. 
Accounts Payable Contact
Select Accounts Payable Contact option from the drop-down.

CC Order Contact
Default set to No. Toggle to Yes to CC Order Contact. 
Default Handling FeeSelect Default Handling Fee type (% or $) from the drop-down and then enter value for the fee.
Default Commission Contacts
Select a contact from the drop-down below Contact and then enter a value for the Commission percentage.

Select X to delete contact.
Select + icon to add additional commission contact.

 

  3.      Select {Save}. A results window will pop-up to indicate the financial section

            saved.

 

Editing Customer Financial Information

Step     Action

  1.       Make required changes to fields under Financial.

  2.       Select {Save}. A results window will pop-up to indicate the financial section 

            saved. 

 

Deleting Customer Financial Information

Step     Action

  1.       From the Customer edit modal window, select {Financial} on the right-hand side of screen 

            to auto scroll to Financial section. 

  2.       Select {Save}. A results window will pop-up to indicate the financial 

            section saved.