View source for ITrack/Enterprise/Customer Information Screen

==Customer Information Screen==

[[Image:12.2.2 Customer List Add Address.png|thumb|center|700px]]


As you fill in the ''Contact'' and ''Company Name'' fields under ''Billing Address'', they will appear in the gray fields above and in the correct corresponding fields under ''Shipping Address''. Clicking on the '''Copy''' button in the center of the screen will transfer the rest of the information such as street address to the shipping address side of the screen.


[[Image:12.2.3.2 Customer List Choose Copy Button.png|thumb|center|700px]]


The '''Map''' button located below the '''Copy''' button will bring up Google® Maps and show a map and driving directions from your location to the customer's location. At this point you may choose use any of the other tabs on the screen such as ''Additional Info'' or ''Payment Info''.  Instructions for these tabs are located below.


[[Image:12.2.3.3 Customer List Primary Map.png|thumb|center|700px]]


You may also print a statement by clicking on the '''Statement''' button, or apply payments for the customer by clicking on the '''Payments''' button. Or you may create a new customer by clicking on the '''New''' button in the upper right corner or close by clicking on the '''Save & Close''' button.


[[Image:12.2.2 Customer List Add Statement.png|thumb|center|700px]]


If you want to continue adding information about your customer, or want to check the history of this customer, the tabs following ''Address Info'' will be useful.

Click on the ''Additional Info'' tab located to the right of the ''Address Info'' tab. From this screen you can enter more information about the customer such as an email address, a web page address, and other important information.


[[Image:12.2.2.3 Customer List Info Screen.png|thumb|center|700px]]


The ''Option'' and ''Value'' fields are particularly useful. You can enter in specific things you want to know about each customer. Click '''Add Option''' to add a new question. Click the ''Show on Customer List Screen'' box if you want your new question to show up on the ''Customer List Screen''.


[[Image:12.2.4 Customer list AI add q.png|thumb|center|450px]]


Then, in the ''Values'' field, answer the question you asked in the ''Option'' field. This ''Option'' will now appear on all customers' screens.


[[Image:12.2.4 Customer list AI add q2.png|thumb|center|700px]]


Now, if you go to the ''Customer List Screen'', you can search by the new ''Option'' you entered.

The next tab is the ''Payment Info'' tab. From here, you can see the payment status of the customer, choose payment methods you will accept from the customer and other payment information such as an account limit.


[[Image:12.2.4 Customer List Add PI.png|thumb|center|700px]]


'''A''' - The Cash Only check box prevents the customer from charging.

'''B''' - The Tax Item field allows you to choose the default tax item to use when quoting or 	selling to this customer.

'''C''' - The Tax Number field will print the customer's tax number on invoices.

'''D''' - Default Pay Type allows you to select the default payment method used on the Sales Screen.

'''E''' - The Account Limit prevents a customer from charging more than the amount you set.

'''F&G''' - These fields allow you to adjust the price for a customer automatically.  The 	default setting is 100% retail, but some customers might pay 100% wholesale or 	120% cost or 95% retail (5% discount).

'''H'''	- Use Allowed Payment Types to select the payment methods you allow for a customer.

The next tab in the ''Customer Information'' screen, is the ''Pricing'' tab.  It is divided into two main sections: the ''Special Price Adjustments'' pane and the ''Special Part Prices'' pane.  With this tab you can special pricing that will apply to the individual customer overall, or for a particular part that is sold to the particular customer.

To adjust the special price applied to the customer overall, use their ''Special Price Adjustment'' pane, seen below.


[[Image:12.2.5 Customer List Add Price.png|thumb|center|700px]]


Click the '''Add''' button.  An item for special pricing will appear in the list block below.  It will allow you to select the item and adjust the ''Class'', ''Level,'' and ''Markup'' percentage with dropdown menus within the item.  (The Class, Level, and Markup are determined by the users administrator and populated using the Administrator's Configure tools.)

To adjust the special price applied to parts for a customer, use the ''Special Part Prices'' pane.  This pane works a little differently than the previous.


[[Image:12.2.6 Customer List Add Price.png|thumb|center|700px]]


First, enter the part number that the adjustment is to be made to in the ''Part'' field.  Then click the '''Edit''' button.  The ''Special Part Price'' box will then open.


[[Image:12.2.6 Special Part Price.png|thumb|center|700px]]


In this box you can enter the price, the period and the end and start dates for the range that the special pricing will apply.  Then click The '''OK''' button.  An item for special pricing will appear in the list block below.

The next tab is the ''Sales Order'' tab. This tab shows the invoice history for the customer and line items.


[[Image:12.2.6 Customer Information Screen.png|thumb|center|700px]]


The controls in the panel above the ''Invoice history'' allow you to select a variety of ways that you choose to view invoice items. Under ''Display Sales Orders'', there are three radial buttons: '''Invoices''', '''Open Quotes''', and '''By Document'''.  By selecting '''Invoices''', or '''Open Quotes''' you will be able to see those documents for the customer that are current in the system.  By selection the '''By Document''' button, you will be able to adjust the display criteria that is applied to the documents viewed by using the controls directly to the right of the '''Display Sales Order buttons'''.

The ''Document'' drop down menu allows you to adjust more specifically what type of document you would like to view, i.e., Counter Sales, Internet Sales, etc. The '''Show Open''' and '''Closed''' check boxes underneath the ''Document'' drop down menu, will filter for the state that the document is in at the time of viewing. (The list in the document menu is determined by the business at the time of configuration of the system.)


[[Image:12.2.6 Display Sales Orders.png|thumb|center|700px]]


The Date Range drop down menu lets you determine what type of date range you would like to view, i.e., Date Closed, Date Entered, etc. The ''From'' and ''To'' fields below it determine the date range itself.

The '''Reprint''' button will reprint items you have selected.


[[Image:12.2.6 Reprint.png|thumb|center|350px]]


The '''Void''' button will void a payment or invoice, hiding it forever.


[[Image:12.2.6 Void.png|thumb|center|350px]]


{{Tip|Double clicking on an invoice or payment will re-open it.}}


{{Tip|Double clicking on a line item will open it in the [[ITrack/Enterprise/Part Management Screen|parts screen]].}}

[[Category:ITrack/Enterprise]]