Import Customers field definitions
Follow* denotes mandatory fields. Ensure that you enter correct values in the template before importing into Unleashed.
Field Name | Description |
---|---|
*Customer Code | Unique customer code (max length = 500). |
*Customer Name | Customer name (max length = 500). |
Customer Type | Assign a Customer Type. If it does not exist in Unleashed then it automatically creates upon import. This could include but is not limited to Wholesale, Retail, Region etc. |
Notes | Any additional notes related to the Customer. |
GST/VAT Number | Tax number of the customer – also known as the ABN (Australia), GST Number (New Zealand), VAT Number (UK) or Tax ID Number (US and global). |
Default Currency | The currency that you are selling to this customer in E.g. NZD, USD, EUR etc. If left blank it will default to your base currency. |
IsObsoleted | YES or NO value. |
Taxable |
TRUE or FALSE value - If left blank then it defaults to ‘Taxable’ if the customer's currency is the same as your base currency and vice versa — if it is a foreign currency. |
Tax Code | Tax type of the tax rate, it can be found under Settings | Taxes. This can only be set if the Taxable field is set to TRUE, e.g. INPUT2. |
Bank Name | Customer bank name. |
Bank Account | Bank account number |
Payment Terms | Payment terms for this Customer. This should match a payment term under Settings | System | Payment Terms. |
Sell Price Tier | The price tier assigned to this Customer. These are set up under Settings | System | Sell Price Tiers. |
Discount (%) | The default discount rate for this Customer. |
Reminder | You can add a reminder which will display each time the customer is selected on a Sales Quote or Sales Order (max length = 1024). For more information, see Customer Details Tab. |
Salesperson | The salesperson associated with the customer — this can be entered and changed from Settings | System | Salespersons. |
Postal Address Name | Unique name for Postal Address of the Customer. |
Postal Street Address/PO Box | Postal Street Address Line 1. |
Postal Street Address 2 | Postal Street Address Line 2. |
Postal Suburb | Postal Suburb. |
Postal Town/City | Postal Town/City. |
Postal State/Region | Postal State/Region. |
Postal Country | Postal Country. |
Postal Postal Code | Postal Code. |
Postal Delivery Instruction | Postal delivery instructions. |
Default Delivery Address Name | Default delivery address name. |
Default Delivery Street Address/PO Box | Default delivery street address and/or PO Box. |
Default Delivery Street Address 2 | Default delivery street address line 2. |
Default Delivery Suburb | Default delivery suburb. |
Default Delivery Town/City | Default delivery town/city. |
Default Delivery State/Region | Default delivery state/region. |
Default Delivery Country | Default delivery country. |
Default Delivery Postal Code | Default delivery postal code. |
Default Warehouse Code | Default warehouse code. |
Physical Address Name | Unique name for physical address of the Customer. |
Physical Street Address | Physical street address. |
Physical Street Address 2 | Physical street address line 2. |
Physical Suburb | Physical suburb. |
Physical Town/City | Physical city. |
Physical State/Region | Physical region. |
Physical Country | Physical country. |
Physical Postal Code | Physical postal code. |
Physical Delivery Instruction | Physical delivery instructions. |
First Name | First name of the contact person (max length = 255). |
Last Name | Last name of the contact person (max length = 255). |
Email Address | Email address of the contact person (Sales Invoices & Credits will default to this address) (max length = 500). |
Email CC Address | Email address of an additional contact person. |
Default Packing Slip Email Address | The default packing slip email address. |
Default Invoice Email Address | The default invoice email address. |
Website | Customer’s website. |
Invoicing Contact | TRUE or FALSE. If left blank, defaults to FALSE. |
Shipping Contact | TRUE or FALSE. If left blank, defaults to FALSE. |
Contact Details Notes | Any additional notes relating to contacting this Customer. |
Phone Number | Customer’s telephone number. |
Fax Number | Customer’s fax number. |
Mobile Number | Customer’s mobile phone number. |
DDI Number | Customer’s direct dial telephone number. |
Toll Free Number | Toll free number for the Customer. |
Print Invoice | TRUE or FALSE. Prints a completed invoice. If left blank, defaults to FALSE. |
Invoice Template | Name of the Sales Invoice template set up in Doc Designer. If left blank, the default name will be used. |
Print Packing Slip | TRUE or FALSE. Prints a packing slip when a sales order is completed. If left blank, defaults to FALSE. |
Packing Slip Template | Name of the Packing Slip template set up in Doc Designer. If left blank, the default name will be used. |
Sales Account | Sales account for your accounting provider that this Customer’s sales will go to. If left blank, defaults to sales account under the accounting configuration. |
Has Credit Limit | TRUE or FALSE. If left blank, defaults to FALSE. The Credit Limits feature allows you to enable a credit limit for your customers in Unleashed. For more information, see Credit limits. |
Credit Limit | If the Has Credit Limit column is TRUE, you can specify a numeric value for the credit limit you want to enforce for the customer. |
Last Modified On | Date when the Customer details were last modified. |