Customer reference: Each customer must have a customer reference. This may be up to 10
characters long, and if you intend to integrate Printpak with your accounts system then you
should use the same reference in both systems. A popular convention is to create a reference
consisting of the first three characters of the name followed by a 3 digit number to make it unique.
e.g. the first Mr Jones you set up could have the reference JON001, and the next Jones (or
Jonson) could have JON002. This makes it extremely easy to locate a specific customer by
browsing.
Customer name: This is the primary name of the customer. Although there may be several
names, the main name and address is where the invoice is sent.
Contact name: This is the name of your main contact within the customer's organization.
Rank: Shows the Customer rank details. The figure shown represents a useful measure of this
customer's worth to your company. Clicking the star lets you flag this customer as worthy of note.
Salutation: It's a good idea when creating estimates or sending mailshots to start "Dear John"
instead of "Dear Mr John Smith". In this case "Mr John Smith" would be the contact, and "John"
the salutation.
Area category and Business category: are assigned to each customer to help you analyse
your marketplace. You can set these up in Categories
in Settings (pressat the bottom left of
the main screen)
The first tab at the bottom of the screen is:
Address: The main address for this customer - the address to which the invoice will be sent.
The other tabs are:
Estimates: This tab contains details about jobs and estimates for this customer
Default markup%: This is the markup to be applied to the jobs for this customer. It can be
overridden at run-time. If you leave it zero, the default markup which you can set up in system
configuration is used.
Default discount%: What percentage discount do you want the default for this customer to be? If
you leave this zero, then no default will be used. The reason for having both markup and
discount is that whereas markup is not itemized to the customer, discount is specifically shown.
N.B. If you have specified a franchise commission in system configuration you will not be able to
use discounts.
Estimates confirmed: The value of estimates confirmed for this customer. This figures is
computed 'on the fly' from the jobs database, starting at the cutoff date of your last Annual
cleardown.
Jobs invoiced to date: The value of jobs invoiced to this customer. This figures is computed 'on
the fly' from the jobs database, starting at the cutoff date of your last Annual cleardown.
Date of last estimate and Date of last job: When did you last quote or do a job for this
customer?
Next contact date: You can set a diary date for your next contact with this customer, and you
will be reminded in 'customers to be contacted today'.
Salesman: This is where you can assign a default salesman for this customer, although specific
jobs may be allocated to other salesmen
Estimates total to date: The total value of estimates. This figures is computed 'on the fly' from
the jobs database, starting at the cutoff date of your last Annual cleardown.
Credit problem: Checking this box ensures that you are reminded of this credit problem when
creating jobs for this customer. If the Customer present flag is set, the reminder will merely refer
to 'a problem with the record'.
Alternative reference: Sometimes the use of a Factor for collecting payment means that you
have to use the Factor's reference for a customer. This is where you should store it.
Use alternative currency: Do you want to show an alternative currency equivalent as well as
your base currency in estimates, invoices etc for this customer?
The Branchestab lists the branches for this customer and allows you to create, amend, enquire
and delete branches for a customer. In effect any address for this customer, including delivery
addresses, should be entered as branches. You should note that no matter which branch has
placed the order in the first place, the invoice will always go to the head office or primary address.
See the separate note on Branches and the Contact log.
The Notes tab lets you keep a note of relevant information for this customer - e.g. "Please be
careful not to upset this difficult customer!"
at the bottom left of
the main screen)
