Customers and Suppliers
Customer Billing Address and Billing Contact Edit Restrictions
A Customer may only have one Billing type address specified. They can have multiple delivery addresses. A delivery address can be set as the billing address, but it will remove the ‘billing’ flag from the previously set billing address. Two settings, ...
Single use address contacts
Addresses can be added as a ‘single use’ where it is not saved against the customer record. The concept of single use addresses/contacts is to reduce the large amount of address and contact details in the system that are only used as one offs. These ...
Creating and Updating Customers and Suppliers via CSV
The process for bulk uploading or updating Customers and Suppliers is the same. Where ‘Customers’ are referred to below, you can substitute ‘Suppliers’ or ‘Freight Company’ as required. They must be uploaded in separate CSV files with the correct ...
Customer - Important Notes
Introduction Inside a customer record we have a field called ‘Important Notes’ where you can catch specific customer-related information, that you would like everyone to pay attention to. These ‘Important Notes’ are added with the view of you never ...
Customer Contact Upload Including Addresses
CUSTOMERS – Contact bulk upload includes address The customer contact bulk upload csv also has the option of uploading the address at the same time. To export the template csv file, go to – Admin - Import and Contact Bulk Upload. Select ‘Contact Bulk ...
Supplier Portal Workflow
When a quote is created that requires a part of full outsource, an ‘Outsource Request’ can be generated and accessed by the supplier. If your supplier asks for further information there is a pdf attached at the bottom of this article containing only ...
Customer Groups
You can make groups to organise your customers into categories such as Designers, Ad Agencies, Government etc. To do this, go to the 'Customers' menu at the top of the screen and select 'Customer Groups': Here you can create a customer group: ...
Bulk Updating Customers or Suppliers
How to Export Customer/Suppliers There is an explanation of the customer/supplier fields in the PDF attached to this document Managing bulk updates is in Admin > Customers > View Customers. Show filters on the top right hand side of the screen under ...
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. ...
Edit Customer
This is where you can view all customers and suppliers you have entered into printIQ. All this is managed from Customers > View Customers. The following box will appear: From here you can click on the customer name to open up the customer ...