Register New Customers
Customers are the source of your income. You must register each customer you sell to as a customer card. Customer cards hold the information that is required to sell products to the customer.
Before you can register new customers, you must set up various sales codes that you can select from when you fill in customer cards.
Adding new customers
You can add new customers manually, by filling out the fields on the Customer Card page, or you can use templates that contain predefined information. For example, you can create a templates for different types of customer profiles. Using templates saves time when adding new customers, and helps ensure that the information is correct each time. If you create templates for more than one type of customer, you can choose the template to use when you add a customer. If you create only one template it will be used for all new customers. After you create a template, you can use the Apply Template action to apply it to one or more selected customers. To create a template, you fill in the information that you want to reuse on the Customer Card page, and then save it as a template.
- Choose the icon, enter Customers, and then choose the related link.
- On the Customerspage, choose the New
If only one customer template exists, then a new customer card opens with some fields filled with information from the template.
If more than one customer template exists, then a page opens from which you can select a customer template. In that case, follow the next two steps.
- On the Select a template for a new customerpage, choose the template that you want to use for the new customer card.
- Choose the OK A new customer card opens with some fields filled with information from the template.
- Proceed to fill or change fields on the customer card as necessary. Hover over a field to read a short description.
The Prices & Discounts action provides options for managing special prices or discounts for the customer when an order meets certain criteria. For example, the criteria might be when they’re purchasing a certain item, ordering a minimum quantity, or buying before a date, such as when a campaign ends.
The customer is now registered, and the customer card is ready to be used on sales documents.
If you want to use this customer card as a template when you create new customer cards, you can save it as a template. For more information, see the following section.
To save the customer card as a template
- On the Customer Cardpage, choose the Save as Template The Customer Template page opens showing the customer card as a template.
- Fill in the fields as necessary. Hover over a field to read a short description.
- To reuse dimensions in templates, choose the Dimensions The Dimension Templatespage opens showing any dimension codes that are set up for the customer.
- Edit or enter dimension codes that will apply to new customer cards created by using the template.
- When you have completed the new customer template, choose the OK
The customer template is added to the list of customer templates, so that you can use it to create new customer cards.