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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
This amount will be the default discount amount on all new quote and order items for this customer. This value can be a dollar amount or percentage.
Credit Limit
This is the credit limit for the Customer. It is currently just informational.
Tax Type
This selection will be the default Tax Type for all new quotes and orders for this customer.

Note: These options can be modified. (See Tax Types under Financial - Taxes)
Tax Exempt Number
This is the tax exempt number if the customer is tax exempt.
Requires PO
Default set to No. If this is set to Yes, an order cannot be posted without a value in the PO field.
Credit Card Processing Account
This is the default Credit Card Processing Account that will be used for this customer when making credit card payments.
PO Character CountIf set to Yes, an order cannot be submitted without the correct number of PO Characters.
Accounts Payable Contact
This assigns the customer Contact who will be the default 'To' in the email modal when sending invoices or statements

CC Order Contact
Default set to No. If set to Yes, the order Contact will be cc'd on all invoice emails.
Default Handling FeeSelect Default Handling Fee type (% or $) from the drop-down and then enter value for the fee.
Default Commission Contacts
The Active User(s) and percentages selected will be the default Commission Contacts and percentages on all new quote and order items for that Customer.

To Add Commission Contacts:
Select a contact from the drop-down below Contact and then enter a value for the Commission percentage.


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

 

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

 

Editing  or Deleting Financial Defaults

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.       Make required changes to fields. To delete, remove fields values or select 'Select an Option' 

            from the drop-down.

  3.       Select {Save}. A results window will pop-up to indicate the customer was updated successfully.