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
Minimum Requirements
Details TAB
Customer Name
This must be unique and may contain alpha-numeric characters
Account Type
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 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
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.
Department Code
Only used for Sage account packages to determine the department to which you will be uploading invoice data.
Terms Of Payment
The required payment term for this customer
Accounts TAB
Advanced
Details TAB
Non-Approved customer Type
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
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
Other Comments
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
Pricing TAB
Surcharge ( % )
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
Surcharge Reason
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