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Add new / Open existing Customer record
To add a new customer click on the Add Customer button in the top right of the screen.
Note: the new customer name MUST BE UNIQUE
To open an existing record simply click on the customer name in the customer name column of the grid
Entering a new customer
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Details
Customer Name
This must be unique and may contain alpha-numeric characters
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Use the Account Cust checkbox to select:-
Ticked = Account Customer (will do the Job then bill at a later date via invoice)
Unticked = Non Account Customer (Will be expected to receive payment upfront and will be prompted to do so)
Main Address
Contact Name
Address Line 1
Postcode - Once geocoded will automatically fill in the City (NOTE: If postcode cannot be Geocoded then you will not be able to route to/from this address)
Invoice Address - If this is the same as the Main Address the simply tick the Use main contact checkbox and this will fill automatically
Contact Name
Address Line 1
Postcode - Once geocoded will automatically fill in the City (NOTE: If postcode cannot be Geocoded then you will not be able to route to/from this address)
Accounts
Accounts Ref - If using a third party accounts package then this will be the name of this client as it appears in your accounts package
Cost Center (nominal code) - This is the folder in your accounts package to which you will be uploading invoice data.
Department Code - Only used for Sage Accounts package to determine the department to which you will be uploading invoice data.
Terms Of Payment - The terms of payment for this customer
Advanced
Details
Non-Approved customer Type
These are generated automatically by Journease when creating a quote for a new customer. before
Before proceeding with any work for this customer you will need to re-assign them to either an Account Customer or a Non-Account Customer depending on the required Account Type
Depot Code
If you have multiple Depots then you can select which Depot will apply to this customer
The Booking Depot can be changed on a Job by Job Basis but will default to the Depot set here.
NOTE: If you have Depot Security switched on then this customer will only be visible to users assigned to that Depot and the Booking Depot in the Job Screen will be locked
Override Depot Defaults
In Global Settings you can set the system to add your Depot address as the Start Address and/or End Address when creating a Job.
In the customer screen this will set the Default for this customer and override those set in Global Settings
These can also be set on a Job by Job basis