You can keep track of your customer information and preferences to make it easier to take orders from them in the future, and also store information that you can use to contact them.

Much of the Customer Information is used as defaults when taking a Sales Order from this customer, but this information can be changed in the Sales Order to make an exception for that order. Changing the Customer Information will make all subsequent Sales Orders created for that customer default to the new information.

Basic Section

Name – This is the name, usually the name of the person or company who is your customer. Two customers cannot have the same name.

Balance – This is the total amount of money that this customer owes you. This is calculated by adding up the balance owed on all invoices for this customer, and subtracting off any credits or refunds owed to this customer from their returns.

Addresses Section

There are three special types of addresses for a customer:

Business Address – This is the default address for the customer. If the customer only has one address, we recommend saving it as the Business Address.

Billing Address – This is the default billing address for the customer. If this is left blank, then the Business Address is used as the default instead.

Shipping Address – This is the default shipping address for the customer. If this is left blank, then the Business Address is used as the default instead.

You may also store an unlimited number of other addresses of the customer's, like other locations that they may regularly receive shipments. These additional locations can be identified with an address name, e.g. New York Warehouse.

To modify or set an existing address, including one of the three special addresses:

1. Click on the arrow next to the name of the selected address to show a dropdown of the available addresses.
2. Select the address you wish to modify.
3. Move your mouse into the main address box and click the Edit link. A dialog will pop up allowing you to change the address.

To add a new address:

1. Click on the arrow next to the name of the selected address to show a dropdown of the available addresses.
2. Select Add New Address.

To delete an address:

1. Click on the arrow next to the name of the selected address to show a dropdown of the available addresses.
2. Select the address to be deleted.
3. Click on the arrow next to the name of the selected address to show a dropdown of the available addresses again.
4. Select the option to delete the current address.

Contact Section

This section contains basic contact information for the current customer.

Name – The name of the person to contact when you are corresponding with this customer.

Phone – The phone number to contact this customer.

Fax – A fax number for this customer.

Email – An e-mail address for the contact person at this customer.

Website – A website address for this customer

Sales Info Section

This section contains information about the default prices and taxes that are applicable for this customer. Sales Orders created for this customer will use this information as defaults.

Pricing Scheme – The default Pricing Scheme under which products are priced for this customer.

Discount – A default percentage discount that you give to this customer.

Payment Terms – The usual payment terms that you give this customer describing, for example, the number of days after which payment is due for your invoices.

Taxing Scheme – The default Taxing Scheme under which taxes are calculated for this customer's orders.

Tax Exempt # - If this customer is tax exempt, you may need to keep a tax exemption number for tax purposes, to explain to the government why taxes were not charged.

Misc. Section

Remarks – Any remarks you wish to make about the customer here. These remarks will not be shown to the customer or anybody outside your company.

You may also define up to five custom fields for the customer, where you can store any extra data you wish. More Information.

Customer Preferences Tab – Preferences Section

Preferred Carrier – The default shipping carrier and shipping method that you normally use to deliver products to this customer.

Preferred Payment Method – The usual method by which this customer pays you.

Customer Preferences Tab – Custom Info Section

In addition to the five custom fields that you can define next to the Remarks box of the Vendor Info tab, you can also define five more in the Extra Info tab. Once any custom fields are set up here, they will be visible under a new Custom Info section. More Information.

Order History

The Order History tab shows you a history of all the orders this customer has placed in the past. It also shows the payment and balance status of the orders, so you can quickly discuss payment with the customer. Double clicking on one of the rows will show you the details of that order in a popup window.

Deactivating and Reactivating Customers