Support Off the Chain/Manuals/Sales
Customer Entry and Maintenance
Support Desk
posted this on January 20, 2011 16:00
Information on adding or removing tax for customers using your default currency can be found here.
All customers that you sell to need to be set up in Unleashed prior to Quotes, Sales and Credits being created. Customer data entered or amended in Unleashed will instantly update your Xero file and vice versa.
| • | To add a new customer or display a list of your existing customers for maintenance go to the Customer List screen under Customers by clicking on the Sales tab |
| • | To create a new customer click the Add Customer button |
| • | To edit an existing customer either click on the required customer line or the Edit button next to the required customer |
| • | You can amend any data for an existing customer excluding the Customer Code and Currency Code |
| • | Customers can be imported from Xero through Settings, Interfaces, Xero Import |
| • | Delivery addresses must be entered manually as they are not recorded in Xero |
| • | You will see a count of your current customers at the bottom right of the Customer List |
| • | You can amend how many customer show on your screen by selecting the required number at the bottom of the data grid |
| • | You can sort the customers as per each column name by double clicking the column name at the top |
| • | To create a new customer start with the fields under the Details tab |
| • | Only the Customer Code and Customer Name fields are mandatory but we strongly encourage you to enter as much detail as possible |
| • | The Customer Type drop down allows for grouping and reporting options for your customers and the options created from Settings, System, Customer Types are shown |
| • | The Default Currency drop down will show the currencies you added under Settings, System, Currencies and the currency you select here is the currency sales invoices to this customer will be issued in |
| • | If you select a Default Currency which matches your base currency the customer will automatically be Taxable. A selected Default Currency that differs from your base currency gives you the option of taxable or non-taxable through a check box |
| • |
The Payment Terms field gives you the selection of standard terms for payment for your sales orders, these are passed through to Xero for your accounts receivable reconciliation |
| • | There are 10 Sell Price Tiers you can populate, this is done from Settings, System, Sell Price Tiers, these are then added to your products, and then you can choose a sale price tier for the customer |
| • | This will automatically update the relating customer in Xero |
| • |
| • | You can select any Unleashed user as the default salesperson for this customer, however this can be overwritten from the invoice screen |
| • | Once you have entered the required details click the Save button then click the Address tab |
| • | This will automatically update the relating customer in Xero |
| • | Next, enter the Postal and Physical Address details for your customer |
| • | The Country drop down selections will default to your company country and the Town / City will default automatically to those of your country selection |
| • | To speed up entry you can click the Copy Post Address prompt to automatically replicate the Postal Address to the Physical Address |
| • | Once you have entered the required details click the Save button then click the Contact tab |
| • | This will automatically update the relating customer in Xero |
| • | Next, enter in the contact details for your customer |
| • | Once you have entered the required details click the Save button then click the Contact tab |
| • | This will automatically update the relating customer in Xero |
| • | And finally, setup the delivery address for your customer |
| • | The Address Name must be unique as it shows for drop down selection during Sales Order Entry |
| • | You can have as many Delivery Addresses in Unleashed as you require by repeating this step |
| • | To edit an existing delivery address either double click the address line from the data grid or click the Edit button on the required address line |
| • | You can change any field and once complete click the Save button |
| • | If you no longer want the address to show for selection in Sales Order Entry tick the Obsolete box |
| • | You can Un-Obsolete delivery address if required by reversing this step |
| • | You can amend how many addresses shown on your screen by selecting the required number at the bottom of the data grid |
| • | You can sort the addresses as per each column name by double clicking the column name at the top |
| • | Once you have entered the required details click the Save button |
| • | Your entered customer will show in the data grid below |
| • | This is the last step required to enter a customer |
Comments latest first
Hi Bill,
Unleashed is merely for tracking stock so payment is handled outside of the system at the moment. That sort of stuff might be available in future so please feel free to request it in our request a feature forum :)
Kind Regards
The Unleashed Team