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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




Details

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

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




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

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