Add New Customer

Add New Customer

The Add Customer page enables you to add a new customer. You can also import customers into Unleashed. 


Points to Note


  • Ensure that each customer code is unique. Avoid using '0' or '00' at the beginning of your Customer Codes.
  • The customer currency will default to your base currency. The currency cannot be edited once the customer has been used on a sales order.

  • If you have a customer using multiple currencies, you need to have a different customer code and name for each customer and each currency.


Adding a New Customer


  1. Go to Customers | Add Customer. Complete the required information for the following tabs.

Details

  • The Customer Code and Customer Name are required. 
  • Customer Type - The customer type value is used typically to group sales reporting by the types of customers you sell to. For more information, see Customer Types. 
  • Salesperson - Associate a salesperon with sales orders allowing you to view which salesperson is related to each sale. For more information, see Salespersons Setup.
  • Default Delivery Address - Select the default delivery address. You can enter the details on the Address Tab or Delivery Tab.
  • Default Warehouse - Select the default warehouse. You can add and edit warehouses from Settings | System | Warehouses.
  • Print Quote: Prints the completed sales quotes using the selected Document Designer template. 
  • Print Invoice: Prints the completed sales order using the selected Document Designer template.
  • Obsolete: If selected, the customer is marked as ''Obsolete'' and it will not be displayed in search results.
  • Stop Credit: If selected, the specified customer will not be able to create any credit related tasks, i.e. the customer will not be able to create sales orders.
  • Reminder: You can add a reminder which will display each time the customer is selected on a Sales Quote or Sales Order. Click to expand/collapse screenshot.

   

Address

  • Customer address details. When connected to an accounting provider, you can use the address for billing and invoicing.
  • Ensure that you specify an Address Name.

Contacts

  • Customer contact details. The first contact entered will automatically be marked as the default contact.
  • You can change the default contact from the Action cog.
  • The first six contacts including the default will be exported to the integrated accounting provider.

Delivery

  • Customer delivery address details where the order will be shipped.
  • Ensure that you specify an Address Name.
  • You can specify a default delivery address for this customer, by selecting the address name from the Default Delivery Address drop-down list on the Details tab.

Quotes, Orders, Credits

  • Displays the sales quotes, sales orders, and credits associated with the customer. You can filter credits based on the credit status.

Customer Pricing

  • This feature is available on selected subscription plans. For more information, see Pricing.
  • If you want to provide a special price or discount for products only for this customer, you can add the required details to the respective fields.

The price you set for the products on this tab will override the Sell Price Tier Price and Default Sell Price for the product. The figure illustrates how the price calculation works for customer prices.

  1. Type the product name or search for the required product. The Default Sell Price for the selected product is displayed.
  2. Select the Discount Type from the drop-down list. The discount type value will be applied only for this customer.
    • Fixed price: If you want to offer a fixed price discount. 
    • Discount %: If you want to offer a discount percentage. You can enter any number between 1 to 100 only. 
  3. Enter the Price / Discount details.
  4. Add comments for reference.
  5. Click Add.
  • Click Import if you want to bulk import the customer pricing details for multiple customers and products.
  • To export customer product prices for the current customer, click Export.
  • To export customer product prices for all customers, go to Customers | Import/Export, and click Export | Customer Pricing.


Customer Pricing Tutorial




    • Related Articles

    • Adding a customer to Vend

      We offer three ways to create new customers from within Vend, via the Sell Screen, via Customers or via a CSV Import. We'll cover off creation via the Sell Customers Screen in this article. For more information on importing customers check out this ...

    • Add Assembly

      The Add Assembly page enables you to create a product assembly using component products based on a Bill Of Materials. An assembled product is made up of one or more components or a single Bill of Material.  You can create and edit assemblies for a ...

    • Add Credit

      he Add Credits page enables you to create credit notes for existing Customers during the sales process. If you want to add a customer credit but do not have an associated sales invoice, you can create a free credit. Adding a Credit Note Go to Sales | ...

    • Add Purchase

      The Add Purchase page enables you to add a new purchase order.  You can also import Purchase Orders into Unleashed, see Import Purchases. Before adding a Purchase Order Create suppliers Create warehouses Create products Adding a Purchase Order with ...

    • Adding a new Product

      After adding all the product infomration, it is now easy to create a new product and link some information with it. With this video, we will see what all information can be provided while creating a new product and how. Once the complete information ...