Contacts - Customer Records

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

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)

• 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

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 Charge before it will appear as an option in the drop down list

Use 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 Charge before it will appear as an option in the drop down list

Use this Grid to add Vehicle Types and Services from your Vehicles/Services lists to the customer when a Customer Specific Price is required.

If you have the same vehicle against different services then a line will need to be created for each Vehicle Type / Service Type combination that requires a customer specific price.

If 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)