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.       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
Accounts Payable Contact
Select Accounts Payable Contact option from the drop-down.

CC Order Contact
Default set to Yes
Default Handling Fee Select Default Handling Fee type (% or $) from the drop-down and then enter value for the fee.

 

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

            saved.

  4.       Select X to close pop-up results window.

 

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. 

  3.       Select X to close pop-up results window.

 

Deleting Customer Financial Information

Step     Action

  1.       Select {Financial} on the right-hand side of screen to auto scroll to 

             Financial section and remove all information under the corresponding 

             section.

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

             section saved.

 

  3.       Select X to close pop-up results window.