Create Customer / Supplier
New Customer
The following screen will appear with a customer number and type at the top.
The options are Customer, Supplier and Type.
The type can't be changed once the customer is created.
Add Price Lists
Click the plus button next to Price Lists.
This will allow you to select the price lists to apply to this customer.
You can select the group the customer belongs to which will give them access to the group of price lists for that group of customers e.g. retail or trade lists.
You can also give them access to an individual list. See the pricing articles for more information on how these work.
If a customer does not have an active price list assigned, quotes will fail.
Once selected click add. The pricelists attached to that customer will now appear.
Each pricelist has a dropdown where you can remove the pricelist or set a pricing override (see below).
Price tier overrides applied are easily seen.
The pricelists can all be managed via Admin>Pricing Admin. For more comprehensive info on pricing read PRICELISTS - Setup and Markups
Once done, click ‘Save’.
Show More
Additional options will now show where you can add customer contacts and addresses.
There is also a Show More slider at the top of the screen which gives you access to customer settings such as invoicing options and timezone.
Click ‘+’ next to Contacts to add the contact details for any staff members that contact you on behalf of this customer.
By default the company address will show as the billing address.
If the standard delivery address is different from the billing address, you can add a delivery address by clicking ‘+’ next to 'Addresses’.
You can also link contacts to addresses.
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