Customers and individuals that place orders and have the ability to pay for those purchases through various payment methods.

Instructions

Enter/Edit a Customer

1. Basic Level > More Options > Enter/Edit a Customer

2. Select Edit Customer or click Create New Customer

3. Click Continue: Get Address

4. Pull down and select Address Type - enter multiple addresses for each customer including workplace, house, school, and many more

Customer Summary

1. Marketing

• Enter Notes

• Select Holiday Types

• Select Purchase Types

• Select Marketing Preferences - Call/Do Not Call - Email/Do Not Email

2. Taxes, Discounts and Privileges

• Select Default Tax Status

• Enter Default Discount

• Select Delivery and Service Charge Exemption Status

• Select Payment Options

3. Sales Representative

Track sales made by this customer and calculate commissions

• Select Default Sales Representative

• Enter Commission Rate

Reminders

1. Select Related Reminders to add an Occasion or Event Reminder

Tips

Create multiple address types for each customer - you have the ability to set up home, workplace, and many other locations for each customer - when they order from you, you already have the right address on file.

Details

A Customer is a person or business who is purchasing from you. Their Customer record allows you to track what they buy, and when, as well as the option to retain their list of recipients.

An Account is a method of payment that (approved) customers have the option to bill their purchases to.

Screenshots