Companies

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Bookmarks: Company types | Filters | Add a new company | Shipping / delivery addresses | Pricing tiers | Functions available when viewing or editing a customer card file

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This list consists of all customer contact companies including leads, opportunities, and customers.

Leads and opportunities are marked clearly with the following symbols:

 

Company types

• Lead: a new lead (just a contact at this stage).
• Opportunity: a new opportunity can be a lead turned into an opportunity; or directly set a new contact as an opportunity.
• Customer: active customer ready for transactions.
• Supplier: active supplier for purchase orders.
• Customer+Supplier: the contact company is both a customer and a supplier.

 

Filters

• Company type: the initial types are: Lead, Opportunity, Customer, Customer+Supplier and Supplier.  Customer+Supplier means a company is a paying customer as well as a supplier you can purchase items from.
• Tags: filter by tags saved against customer card files.
• Showing active only: by default, those that are inactive are hidden from view. You can click on this button to include them in the list.
• Search: search for one or more words.
• Accept marketing emails: the "Accept marketing emails" feature is used to create a list of customers who would like to receive marketing emails from you. For example, you could send a mailout to all of your clients telling them of the deal on Boxing Day.

 

Add a new company

The system provides different ways of adding new companies or customer cards, which are:

• through Leads
• through Opportunities
• and through Companies

On the company screen, you're only required to fill in the company name and Default email address. The other fields are optional.

 

Shipping / delivery addresses

A customer or supplier can have one or more (or multiple) shipping addresses entered or imported.

These addresses can be searched via
the company’s list page or
the customer/supplier’s search page
Tip: the default address is included in the search by default.

Watch a quick demonstration of how shipping addresses work:

 

Pricing tiers

Each customer can belong to a pricing tier, e.g. Tier 1.

You can create a Pricing Tier under Sales menu > Promotions.

Each pricing tier can be setup as:

1. by product categories (Level 1 only)

2. and by product Sku codes

 

 

Functions available when viewing or editing a customer card file:

• Dashboard: a quick snap information about the customer's ageing invoices values and other stats
• History: view the details of any changes made on the customer card file
• Lead entry: view the customer's lead contact information
• Opportunities: a customer can have one or more opportunities, click here to view, edit or create opportunities for the customer
• Options: configure advanced options for the customer, for example:
  • Change the customer's payment term
  • Set credit limit amount
  • Set stop credit status
  • Set default shipping method
  • Set a default consignment location
  • Change the relationship manager
  • Set the default option for "customer reference is mandatory on sales orders"
  • Set a packing slip email address
  • Set a different invoice email address
  • Set a different statement email address
  • And so on
• Contact persons: the same customer card file can setup one or more contact persons from their organization. You can set the following options for a contact person:
  • Included in marketing emails
  • Exclude from marketing emails
  • Default for emailing: when emailing a sales order/quote, this contact will be automatically set to the "To" recipients
  • Contact profile details such as position in their company
• Tasks: view and maintain tasks for the customer
• Notes: view and maintain notes and reminders for the customer
• Documents: view and upload documents specifically for the customer, these can include: PDF, Word documents, Excel documents and text files. This makes easier to retrieve documents saved for the customer.
• Transactions: all outstanding or all past invoices, credits and payments for the customer
• Sales orders & quotes: view outstanding orders and quotes for the customer
• Consignment products: if the customer has a consignment location setup, view the products, quantity levels and product costs in their location.