This must be unique and may contain alpha-numeric characters
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)
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)
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)
If using a third party accounts package then this will be the name of this client as it appears in your accounts package
Also known as nominal code in some accounts packages
This is the folder in your accounts package to which you will be uploading invoice data.
Only used for Sage account packages to determine the department to which you will be uploading invoice data.
The required payment term for this customer
Details | Pricing | Customer Rates | Accounts | Additional Contacts | Messages | Web Access
These are generated automatically by Journease when creating a quote for a new customer.
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
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
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
This is a ‘Free Text’ field where you can add comments regarding this customer.
If there is ANY text entered here then this will show as a pop-up message at the top of the Job Entry screen when the customer is selected.
This would generally be used to let the operator know of any requirements for this customer prior to booking a Job
This is where you can add a Default percentage surcharge that will be applied to all jobs created for this customer
This will override any surcharge set in the Global Settings, but can be overridden on a Job by Job basis
This is where you can enter the reason for the above surcharge
NOTE: Both percentage and reason must be present for it to apply the surcharge to the Job price
This is where you can enter Price Matrices specific to this customer irrespective of Vehicle Type (see Pricing Hierarchy)
Tick this if you have Pricing Matrices set to price against the products for this customer which you wish to be included in the overall price when calculated.
Use the drop down box here to select the Waiting Time which will apply to this customers Jobs.
The Waiting Time itself will need to be set up in Settings - Additional Prices/Costs before it will appear as an option in the drop down list
Use the drop down box here to select the Failed Delivery Charge which will apply to this customers Failed Jobs.
The Failed Delivery Charge itself will need to be set up in Settings - Additional Prices/Costs before it will appear as an option in the drop down list
Use the drop down box here to select the Pickup Charge or Pickup Admin Charge which will apply to this customers Pickup Jobs.
The Pickup Charges themselves will need to be set up in Settings - Additional Prices/Costs and marked as a Pickup Chargebefore it will appear as an option in the drop down listUse the drop down box here to select the Trunking Charge which will apply to this customers Trunks (Warehouse Only).
The Pickup Charges themselves will need to be set up in Settings - Additional Prices/Costs and marked as a Pickup Chargebefore it will appear as an option in the drop down listIf this customer has been set up to allow job input through delivery booker then ALL combinations of Vehicle Type / Service Type that they are able to use on delivery booker MUST be listed here.
Delivery Booker will ONLY display these combinations and will not drop to the default values for other Vehicle Types that are set for Web Booking (see Vehicle Types/ Services)
Select the relevant Price/Cost Matrix from the Drop Down Box
NOTE: the Matrix must first e set up in Settings - Matrices before it will appear as an option in the Drop Down
Select the relevant Waiting Time that will apply for this particular Vehicle for this customer
If left blank then it will use the default set in the Customer Pricing TAB, and if not there it will use the default set against the vehicle in Vehicles/Services
If using a 3rd party accounts package then this must match the what the customer is known as in your chosen accounts package
Select the relevant VAT code that this customer will use by default
Additional VAT Codes can be set in Settings - % Vat Rates, they must be set up there before they will appear as an option in the drop down
This can be used to record the customers VAT Number and will display on the relevant invoices.
The default terms of payment for this customer, this will appear at the bottom of the invoice
If you are set up for Multi-Currency use then you can select which currency applies to this customer when Jobs are created
Also known as nominal code in some accounts packages
This is the folder in your accounts package to which you will be uploading invoice data.
Only used for Sage account packages to determine the department to which you will be uploading invoice data.
Here you can set the frequency that this customer will be invoiced.
This will allow you to filter by Invoice Frequency on the Sales Invoices page
If you have customer grouping set up then you can select to which group this customer will be part of using the drop down
NOTE: Customer Groups will need to be set up first by Journease Support
If you have Sales Reps set up in Journease you can use this drop down to select the Sales Rep applied to this customer.
The Commission Start Date is when you started paying commission to the Sales Rep for this customer
Commissions and Sales reps are set up in the Sales Rep Screen which will only be available on request to Journease Support if you wish to employ this action
If this is ticked then a separate invoice will be created for each PO Number when using Combined Invoicing.
Unticked, the Jobs will appear on a single Combined invoice but will be ordered by PO Number
Manual Price Locked on the Job
Customer rates
Matching Vehicle Type and Service Type
Matching Vehicle Type without Service Type
Customer Pricing
Price matrices set against the customer irrespective of Vehicle Type or Service Type
Service Type
Match to Vehicle Type
Vehicle Type
Base level for automatic pricing