Account Details

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Account Details

Ensure you click Edit to make changes and update_small Update to save them

 

Click Customer screen > Account Details tab

 

Account Details

 

Account Code

By default the system will generate a new customer reference number and use this as the customer account number. If you export data to an accounts package this account code must match to the same customer(s) in the accounts software. See Sage link below.

 

Payment Terms

This is a selection list drop down box. Click Edit Popup Contents edit popup to add a new entry.

 

Nominal Code

This will be completed with your default nominal code (set in system configuration) but it can be changed by over-typing it here.

 

On Stop

Tick this box to record the customer as "on stop", e.g. they have unsettled outstanding balances. The customer's details appear shaded red on the customer screen and the projects screen so you can easily see the customer is not active.

 

Settlement Discounts

 

This must be enabled in system configuration otherwise the sub-heading and  the following options are not displayed. When enabled you can set terms that if a customer pays in X days they receive an extra discount.

 

Discount

Set a discount percentage for a blanket settlement discount

 

Days

Set a number of days in which the settlement discount applies

 

Catalogue Settlements

Click the button to add entries for each catalogue. This allows you to set a settlement discount which applies only to one catalogue. Each catalogue can have their own settlement terms.

 

Discount Bands

 

Here you can set a band (or group) of discounts. One band of discounts can be applied easily to multiple customers. E.g. a staff discount can be setup as a band and then chosen when needed.

 

Click Edit Popup Contents edit popup to add and configure a new band. See Discount Bands topic.

 

Customer Specific Discounts/Prices

 

Product Discount

Enter a percentage to be removed from each product price on this customer's order.

 

Order Discount 1

Enter a percentage to discount the total order value

 

Order Discount 2

Enter a percentage to give an additional discount on the total order value

 

Click the following 3 buttons to open their settings:

 

Catalogue Discounts

Click the button to open a window to enter catalogue discounts. The selected customer can receive a specific discount on a catalogue.

 

Customer Product Prices

Click the button to open a window to enter specific product discounts. The selected customer can receive a special price on specific products.

 

Supplier Discounts & Margins 

Click the button to open a window to enter specific discounts and/or margins for a supplier, for the selected customer. Discounts set here override the system-wide discounts and margins.

 

hmtoggle_plus1IMPORTANT - Discount hierarchy