Customer:
The Customer Center is where detailed information for your customers and the respective jobs that you perform for each customer is located.
Step 1.To create the "Customer" first you need to go to the "Customer Center" page.
which can be accessed from the left menu by clicking on 'Sales' then 'Customer'.
Step 2.You can "Add" or "Edit" customers check their details and see transaction data.
1.Customer Button: Customers button will show your customer list its opening balance and data on the right side table.
2.Transaction Button: This button will show the transaction list and other options which are explained on the transaction heading below.
3.Adv.Search: Users click the Advanced search button, which shows our customer's advanced information.
4. Search Field: In this field, users can search company names who are already their customers.
5.Search Button: After entering the search term in the search field users will click the search button to generate the search results.
6.Refresh: After doing a one-time search if users want to search another term then click on the Refresh button.
7.Show InActive: User can select "Checkbox" then it will show to the active customer.
8.Customer List: This table will display the customer list by default you can search for your terms from the search field.
9.Open Balance: This table will display the opening balance of the customers if its present otherwise it will be zero.
10.Add Customer Button: User click the "Add Customer" button a new form window will open where you have to enter your "Customer" details.
11.Edit: Users click the 'Edit' button then we have a new screen open that we can update the existing record.
12.Customer Name: This term will depend on the left side table when users will select a customer on the left side its data will be displayed on this table. The customer name will be the name of the person dealing with that company.
13.Industry: Customer's "Industry" name will be displayed in this header.
14.Street Address: Customer "Street Address" will be displayed in this header.
15.City: Customer's city name will be displayed in this header.
16.State/Province: Customer's "State/Province" name will be displayed in this header.
17.ZipCode: Customer "ZipCode" will be displayed in this header.
18.Phone: Customer "Phone Number" will be displayed in this header.
19.Alt.Phone: Alternate phone is used by users to contact their customers when the main phone number is not working if data is entered for Alt Phone it will be displayed here.
20.Fax: Customer "Fax" number will be displayed in the fax header.
21.Email: Customer Email address will be display here.
22.Primary SIC: Standard Industrial Classification (SIC) codes are four-digit numerical codes assigned by the U.S. government to business establishments to identify the primary business of the establishment.
23.Primary NAICS: The North American Industry Classification System (NAICS) is used by businesses and governments to classify and measure economic activity in the United States, Canada, and Mexico. NAICS is a 6-digit code system that is currently the standard used by federal statistical agencies in classifying business establishments.
24.Corporate Employee Size: Number of employees will be displayed here in this header.
25.Year Established: Year of established the customer will be displayed here.
26.Twitter: A Twitter account will be displayed in this header.
27.Linked In: Linked In account will be displayed in this header.
28.FaceBook: A FaceBook account will be displayed in this header.
29.Google Plus: Google Plus account will be displayed in this header.
30. First Name: First name to the customer will be displayed in this header.
31.Last Name: Last name to the customer will be displayed in this header.
32.Mobile: Customers Mobile number will be displayed here.
33.Email: Customer Email address will be display here.
34.Emils: Customer Email address will be display here.
35.Date: Date of the "Email" will be displayed here.
36.From: This is a sender Email id that will be displayed here.
37.To: This is the Recipient Email id will be displayed here.
38.Subject: subject of the Email address will be displayed here.
39.Add Note: Users click the "Add Note" button a new pop up window will open where you have to enter your "Note" details.
40.Notes: Customer "Notes" will be displayed here.
41.Medium: Customer "Contact Medium" will be displayed here.
42.Entered Date: Customer "Entered Date" will be displayed here.
43.Action Date: Customer "Action Date" will be displayed here.
Step 3.Users click the "Add Customer" button a new form window will open where you have to enter your "Customer" details.
1.Customer Name: Users can enter the 'Customer Name' in this field.
2.Industry: Users can choose one of the 'Industry' in this dropdown.
3.Service: Users can choose one of the 'Services' in this dropdown.
4.Billing Street Address: Users can enter the 'Billing Street Address' of the customer in this field.
5.City: Users can enter the 'City' name of the customer in this field.
6.ZipCode: Users can enter the 'ZipCode' of the customer’s location in this field.
7.State/Province: Users can enter the 'State/Province name' of the customer in this field.
8.Country: Users can choose one of the 'Country' in this dropdown.
9.Phone: Users can enter the 'Phone number' of the customer in this field.
10.Fax: Users can enter the 'Fax number' of the customer in this field.
11.Primary SIC Code: Standard Industrial Classification (SIC) codes are four-digit numerical codes assigned by the U.S. government to business establishments to identify the primary business of the establishment.
12.Primary NAICS: The North American Industry Classification System (NAICS) is used by businesses and governments to classify and measure economic activity in the United States, Canada, and Mexico. NAICS is a 6-digit code system that is currently the standard used by federal statistical agencies in classifying business establishments.
13.Corporate Employee Size: Number of employees in the company.
14.Year Established: Year of established of Customer.
15.Twitter: Users can enter the twitter id of the customer in this field.
16.Linked In: Users can enter the 'linked in' id of the customer in this field.
17.Facebook: Users can enter the Facebook id of the customer in this field.
18.Google Plus: User can enter the 'Google Plus' id of the customer in this field.
19.First Name: Users can enter the 'First Name' of the customer in this field.
20.Last Name: Users can enter the 'Last Name' in this column.
21.Mobile: Users can enter the 'Mobile number' of the customer in this field.
22.Email: Users can enter the 'Email Address' of the customer in this field.
23.Same as above: Users can select this "Checkbox" then it will be selected by default which means to the above "Customer" portion.
24.Address Name: Users will select the address type from this list “Main” will be selected by default which means this is the main address of the customer.
25.Street Address: Users can enter the 'Street Address' of the customer for shipping it can be the same as you have written in the Customer Info.
26.City: Users can enter the 'City name' of the customer where the shipment has to be made.
27.Zip Code: Users can enter the 'ZipCode' of the customer’s location where the shipment has to be made.
28.State: Users can choose one of the 'Level' in this dropdown.
29.Country: Users can choose one of the 'Country' in this dropdown.
30.Phone: Users can enter the 'Phone number' of the customer where the shipment has to be made.
31.Fax: Users can enter the 'Fax number' in this field where items/products will be shipped this field is not necessary because some customers don’t use Fax.
32.First Name: Users can enter the 'First name' of the customer to whom shipment will be done this can be the same as you have written in the customer info.
33.Last Name: Users can enter the 'Last name' of the customer to whom shipment will be done.
34.Email Address: In this field, users can enter the 'Email Address' of the customer where items/products will be shipped.
35.Opening Balance: Users can enter an 'Opening balance' for the customer in this field.
36.Opening Balance Date: Users can enter the 'Opening Balance Date' of the customer in this field.
37.Payment Method: Users can choose one of the 'Payment Method' in this dropdown.
38.Payment Term: Users can choose one of the 'Payment Term' in this dropdown.
39.Sales Tax Code: Users can choose one of the 'Sales Tax Code' in this dropdown.
40.Credit Limit: Users can enter the credit limit for the customer in this field.
41.Customer Type: Users can choose the "Customer type" in this dropdown list.
42.Sales Rep: Users can choose one of the 'Sales Rep' in this dropdown.
43.Resale Number: Users can enter the "Resale Number" in this field.
44.Date Time Created: This field will show the current date and time when the record is being created.
45.Date Time Modified: This field will show the date and time when data was modified last time.
46.Is Active: Users will select the status of the customer from this drop down list.
47.Is Customer OnHold: This link will take you back to the customer list
48.Save This button will "save" your customer to the list.
49.Save & Continue: If you click "Save and Continue", then it will show you continue that you saved.
Step 4. Users click the 'Edit' button then we have a new screen open that we can update the existing record.
1.Customer Name: Users can update the 'Customer Name' to their own choice
2.Industry: Users can choose one of the 'Industry' in this dropdown.
3.Service: Users can choose one of the 'Service' in this dropdown.
4.Billing Street Address: Users can update the 'Billing Street Address' of the customer to their own choice.
5.City: Users can update the 'City Name' of the customer to their own choice.
6.ZipCode: Users can update the 'ZipCode' of the customer’s to their own choice.
7.State/Province: Users can update the 'State/Province Name' of the customer to their own choice.
8.Country: Users can choose one of the ''Country'' in this dropdown.
9.Phone: Users can update the 'Phone Number' of the customer to their own choice.
10.Fax: Users can update the 'Fax Number' of the customer to their own choice.
11.Primary SIC Code: Standard Industrial Classification (SIC) codes are four-digit numerical codes assigned by the U.S. government to business establishments to identify the primary business of the establishment.
12.Primary NAICS: The North American Industry Classification System (NAICS) is used by businesses and governments to classify and measure economic activity in the United States, Canada, and Mexico. NAICS is a 6-digit code system that is currently the standard used by federal statistical agencies in classifying business establishments.
13.Corporate Employee Size: Number of employees in the company.
14.Year Established: Year of established of Customer.
15.Twitter: Users can update the twitter id of the customer to their own choice.
16.Linked In: Users can update the 'linked in' the id of the customer to their own choice.
17.Facebook: Users can update the 'Facebook' id of the customer to their own choice.
18.Google Plus: Users can update the 'Google Plus Account' id of the customer to their own choice.
19.First Name: Users can update the 'First Name' of the customer to their own choice.
20.Last Name: Users can update the 'Last Name' of the customer to their own choice.
21.Mobile: Users can update the 'Mobile' of the customer to their own choice.
22.Email: Users can update the 'Email' of the customer to their own choice.
23.Open Balance: Users can update the opening balance for the customer to their own choice.
24.Payment Method: Users can choose one of the ''Payment Method'' in this dropdown.
25.Payment Term: Users can choose one of the ''Payment Term'' in this dropdown.
26.Sales Tax Code: Users can choose one of the ''Sales Tax Code'' in this dropdown.
27.Credit Limit: Users can update the 'Credit Limit' for the customer to their own choice.
28.Customer Type: Users can choose one of the ''Customer Type'' in this dropdown.
29.Sales Rep: Users can choose one of the ''Payment Term'' in this dropdown.
30.Resale Number: Users can update the 'Resale Number' of the customer to their own choice.
31.Date Time Created: This field will show the current date and time when the record is being created.
32.Date Time Modified: This field will show date and time when data was modified last time.
33.Is Active: Users will select the status of the customer from this drop-down list.
34.Is Customer OnHold: This link will take you back to the customer list.
35.Save This button will "save" your customer to the list.
36.Save & Continue: If you click "Save and Continue", then it will show you continue that you saved.
37.Job Button: User click "Job" button then it will open a new screen to Add Customer record.
38.Delete Button: Users clicks the "Delete" button then it will delete all updated customer records.
39.Add Shipping Address Button: Users click the "Add Shipping Address" button then it will open a new pop-up window to Add the "Shipping Address" information.
40.Address Name: User can see "Address Name" in this field.
41.First Name: User can see "First Name" in this field.
42.Last Name: User can see "Last Name" in this field.
43.Street Address: User can see "Street Address" for Shipment in this field.
44.City: User can see "City" for shipment in this field.
45.Zip Code: User can see "Zip Code" in this field.
46.Phone: User can see "Phone" number in this field.
47.Edit Button: User click "Edit" button then it will open a new screen to update the "Shipping Address" information.
48.Add Note Button: User click "Add Note" button then it will open a new pop up window to Add the "Add Note" information.
49.Notes: Customer "Notes" will be displayed here.
50.Medium: Customer "Contact Medium" will be displayed here.
51.Entered Date: Customer "Entered Date" will be displayed here.
52.Action Date: Customer "Action Date" will be displayed here.
53.Add to Calendar: User can see "Add to Calendar" options in this field.
Step 5. User click "Job" button then it will open a new screen to "Add Child Customer record" information .
1.Customer Name: Users will enter customer name in this field.
2.Industry: Users will enter industry of the customer in this field.
3.Service: Users will enter services of the customer in this field.
4.Billing Street Address: Users will enter billing street address of the customer in this field.
5.City: Users will enter city name of the customer in this field.
6.ZipCode: Users will enter zip code of the customer’s location in this field.
7.State/Province: Users will enter State/Province name of the customer in this field.
8.Country: Users will select country name of the customer from this drop down list.
9.Phone: Users will enter Phone number of the customer in this field.
10.Fax: Users will enter Fax number of the customer in this field.
11.Primary SIC Code: Standard Industrial Classification (SIC) codes are four-digit numerical codes assigned by the U.S. government to business establishments to identify the primary business of the establishment.
12.Primary NAICS: The North American Industry Classification System (NAICS) is used by businesses and governments to classify and measure economic activity in the United States, Canada, and Mexico. NAICS is 6-digit code system that is currently the standard used by federal statistical agencies in classifying business establishments.
13.Corporate Employee Size: Number of employee in company.
14.Year Established: Year of established of Customer.
15.Twitter: User will enter the twitter id in this column.
16.Linked In: User will enter the linked in control in this column.
17.Facebook: User will enter the Facebook id in this column.
18.Google Plus: User will enter the google plus account in this column.
19.First Name: User will enter the first name in this column.
20.Last Name: User will enter the last name in this column.
21.Mobile: User will enter the mobile in this column.
22.Email: User will enter the email in this column.
23.Same as above: User can select this "Check box" then it will be selected by default which means to the above "Customer" portion.
24.Address Name: Users will select the address type from this list “Main” will be selected by default which means this is the main address of the customer.
25.Street Address: Users will enter street address of the customer for shipping it can be same as you have written in the Customer Info.
26.City: Users will enter city name of the customer where shipment has to be made.
27.Zip Code: Users will enter Zip Code of the customer’s location where shipment have to be made.
28.State: Users will choose the State Name of the customer for shipping.
29.Country: Users will choose Country of the Customer for shipping.
30.Phone: Users will enter phone number of the customer where shipment have to be made.
31.Fax: Users will enter Fax number in this field where items/products will be shipped this field is not necessary because some customers don’t use Fax.
32.First Name: Users will enter first name of the customer to whom shipment will be done this can be same as you have written in the customer info.
33.Last Name: Users will enter last name of the customer to whom shipment will be done.
34.Email Address: In this field users will enter Email address of the customer where items/products will be shipped.
35.Opening Balance: Users will enter opening balance for the customer in this field.
36.Opening Balance Date: Users will enter opening balance date of the customer in this field.
37.Payment Method: Users will enter payment method of the customer in this field.
38.Payment Term: User select "Payment Term" of the customer in this dropdown list.
39.Sales Tax Code: Users will enter sales tax code id for the customer in this field.
40.Credit Limit: Users will enter credit limit for the customer in this field.
41.Customer Type: Users can select "Customer type" in this dropdown list.
42.Sales Rep: User can select "Sales Rep" of the customer in this dropdown list.
43.Resale Number: Users will enter "Resale Number" in this field.
44.Date Time Created: This field will show current date and time when record is being created.
45.Date Time Modified: This field will show date and time when data was modified last time.
46.Is Active: Users will select status of the customer from this drop down list.
47.Is Customer OnHold: This link will take you back to the customer list
48.Save This button will "save" your customer to the list.
49.Save & Continue: If you click "Save and Continue", then it will show you continue that you saved.
Step 6. User click "Add Shipping Address" button then it will open a new pop up window to Add the "Shipping Address" information.
1.Address Name: User can enter "Address Name" for shipping address in this field.
2.Customer Name: User enter "Customer Name" in this field.
3.First Name: User enter "First Name" in this field.
4.Last Name: User enter "Last Name" in this field.
5.Street Address: User enter "Street Address" in this field.
6.City: User enter "City" name in this field.
7.Zip Code: User enter "Zip Code" in this field.
8.Country: User enter "Country" name in this field.
9.State: User enter "State" name in this field.
10.Phone: User enter "Phone" number in this field.
11.Alt.Phone: User enter alternate phone number in this field.
12.Fax: User enter "Fax" number in this field.
13.Email: User enter "Email" address in this field.
14.Is Active: Users will select status of the customer from this drop down list.
15.Is Address Shipping: Users will select status of the "Shipping Address" from this drop down list.
16.Save: User click "Save" button then it will saved the all record.
Step 7. User click "Edit" button of "Shipping Address" then it will open a new screen to update the "Shipping Address" information.
Step 8. User click "Add Note" button then it will open a new pop up window to Add the "Add Note" information.
1.Contact Medium: User can select the type of "Contact Medium" in this field.
2.Other Means: No Edit:
3.Entered Date: User can select "Entered Date" in this field.
4.Action Date: User can select to perform "Action Date" in this field.
5.Meeting Invite: User can send Message to "Email".
6.Comments: User can enter the "Description" in this field.