To start with, head over to Main Menu > Sales > New Customer to input your customer details.
Name and Contact
The only required field to create a customer record is the Name field under the Basic section. The data in this field must be unique.
If you’re trying to create a new customer and get the error “This customer name is already in use”, then you have likely deactivated this customer record. inFlow doesn’t allow you to have two customers with the same name. To fix this, you can find and reactivate that customer record as shown here.
Generally, you’ll want to put the company name in the Basic name field and a contact person in the Contact name field, as seen in the screenshot above.
If you need to bill multiple different departments of the same company (or multiple locations) to track separate account balances, it’s best to add an abbreviation of the department or location to the company name (e.g “Wall-Mart – 123 Street”, “Wall-Mart – Main Street”).
The remaining fields, Balance and Credit, cannot be adjusted and are a result of calculations of the company’s order history and any issued credits.
You can enter a business address, billing and shipping address here or extra/alternate addresses. First click the dropdown to select the type of address you want to fill in (billing/shipping, for example) and then click the bigger box below it. Fill in the information and then save.
Purchasing Info (optional)
This section covers any default settings you want to automatically use in a sales order for the specific customer. This is useful so you don’t have to manually change pricing / taxing info per customer , especially if they always use a specific one.
In the example above, this wholesale customer uses a wholesale price so by setting it here, we don’t accidentally charge our normal retail prices. They also always get a 15% discount on each item on their order (in addition to the wholesale price!), and the net 60 payment terms means their payment is due in 60 days of being invoiced.
You can also choose to specify taxing schemes (if they’re in a different state using different tax rates, for example) so you don’t accidentally charge the wrong tax.
What else can I do from the customer screen?
Aside from storing useful information, there are other things you can do on this screen as well! You can: