Customers

• This section will list your customers. Which can be used in sale documents throughout the system.

• Customer details and functionality can be setup in this feature. For instance, customers can have different Payment methods and Tax authorities.

• The screenshot below shows a sample grid of customers, which includes some key information.

  

  Further information

  • Code: Customers code.
  • Description: This will be used to identify the customer.
  • Company: The customers company name.
  • Customer information: Postcode, email, phones, website.

  Tip

  To modify the columns displayed, select in the top right of the page, then untick the information you do not want to see.

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Viewing a Customer

Select Sales / Customers from the Main section of the pulse menu -

Note

This is an example screen shot of the pulse menu.

Position of the menu items within pulse will vary according to available options and dependant on personal screen resolution.

or from the Main Menu select Sales then Customers -

or enter Customers in the Quick Launch Side Menu.

This will then show the Customers on the system where normal customisation of Sets can be used.

You can use the search bar to find a customer.

Tip

To modify the columns displayed, select in the top right of the page, then tick/untick the information you want to see or not.

Create a new Customer

1. Select Customers from one of the options as shown above in View Customers.

2. Press New.

   

3. Fill in the Account name.

   

4. Tick the boxes to assign the customer roles.

   Tip

   Each of these tick boxes will inherit settings e.g. ticking Supplier will also create the customer as a supplier to be used in purchase Documents.

5. Under the customer tab select a Customer group. This will auto fill defaults such as the Currency used by the customer.

6. Fill in the other fields in the tabs depending on your needs. For more information see The tabs explained

7. Press Create.

Edit/setup Customer details/functionality

• When you double click on a customer, you will be presented with the full customer record. By clicking Edit in the top left of the page, you can amend the details and customer functions.

• When you are happy with the changes made, press Save.

  

• Along the bottom are the customers tabs, each tab will present the customers details and functionality.

Tabs explained:

• Contacts
• Details
• Customer
• Bank Accounts
• Pricing
• Documents
• Transaction history
• Legacy documents
• Log

• This section will present the Contacts that you have listed for the customer. Press Edit then Add to list more contacts under the customer.

• You can also Assign a contact to be the main account if there is more than one contact.

  

Produce a Customer statement

• In this section you can produce, preview and send customer statements. To do so, fill in the selection criteria based on your needs then press Submit.

  

  

Selection criteria explained:

• Legal entity: If there is more than one legal entity, this criteria will allow you to select an individual entity for the customer statement.
• Aging by: This is the date that the debt is aging from on the statement.
• As at: This is the date that you would like the statement to be created for.
• Customer: The customer that the statement is for.
• Currency: The statement currency.
• Outstanding only: Tick this box if you would only like the outstanding debt to be shown on the statement.
• Excludes reversals: If reversals have been made, you may want these excluded from the customer statement. If this is the case, tick this box.
• Include dispute: TicK if you want to include disputed sales invoices in aged debt statement.
• Preview: Tick this box to allow a preview of the statement.

Updated February 2024