VISION ERP – Training Guide

270-Create Customer                                                                                      April  24, 2018 Revised on march 4th, 2020

 

Create Customer 

As a general rule, a new customer will be created from a Lead or a Prospect. CSR should only create a customer in a case that a new customer is a over the counter sale or signs up for a service and a salesperson is not involved the purchase.  Example: Customer comes to the office to buy Salt, Filters, Water etc. If it is a 1 time thing, the sale could be  entered under the over the counter sales, but in the case that they may want start a delivery service, the CSR can just create a customer in NS.

  1. From the Global Search line choose the Document icon  and pick Customer.

Under “Primary Information”

  1. Custom Form – DW HH Customer Form
  2. Type – Company or Individual
  3. Name
  4. Category
  5. Salesperson (if applicable)

Under “Email/Phone/Address”

  1.  Enter all information that can be gathered such as Phone #, email.

Under “Classification”

  1. Make sure that it is the right Subsidiary.
  2. Enter the address by choosing Address from the sub menu > check applicable: billing address, shipping address and/or Residential address > edit.

  1. Save
  2. Set terms under the Financial tab.
  3. “Invoice Delivery Code” – how customer wants to receive their bill. Options are to print and mail (in which case a $2.00 fee will apply), by email or both.
  4. “Invoice Method” -  The default is “Month End Invoice”.  For some commercial accounts, the customer prefers to pay by invoice.  For those cases then use “On Demand Invoice”. The 3rd option is “Store Print”. That is an option that is used for the case when customer has multiple accts and 1 address. They may prefer to receive one envelope than multiple mail.

Another application for this option is client as financed their purchase so they are going to receive the invoice from financial institution, and we do not send ours to them.

The most common use for this option is C&I customers that need our CSRs to enter the invoices in their portals in order for us to get paid.

  1. Save