Fields explained in Creating New Customer
1.Customer Name: This is the only mandatory field for creating new customer, which normally is the Customer trading name.
2.Title: The title for contact person with 4 options, Mr, Ms, Mrs, and Miss.
3.First Name & Last Name: This is name of Customer’s contact person.
4.Phone #： Contact number if available.
5.Fax #： Fax number if available.
6.E-mail: User needs to make sure that the email address is in correct format. Otherwise, invalid email address will not be accepted by system.
7.Memo: User may input no more than 300 words as reference.
1.Physical Address: This is normally the Customer’s Administration Office address. If Same as Physical Address and Same as Postal Address have been ticked, then the Postal Address and Shipping Address will be updated automatically based on the changes made to Physical Address, and both of them will become not-editable.
2.Postal Address: This could be the mail contact Office address from Customer, where Same as Physical Address has been ticked by default. If it’s different from the Physical Address, User may un-tick the check-box and input manually.
3.Shipping Address: This could be the Customer’s Delivery address, where Same as Physical Address has been ticked by default. If it’s different from the Physical Address, User may un-tick the check-box and input manually.
4.If user has selected Australia as the origin country, then post code needs to be within the range of 0200-9999.
When user is selecting customer in sales transactions, Shipping Address would be loaded by default.
1.ABN: It’s the Australian Business Number which contains unique 11 digit number that identifies your business to the government and community.
2.Default Account Settings: This is the account for Sales, which is blank by default. Once user clicks on the right corner of this field, full account list is available for selection, with Expense Account and Other Expense Account on top of the list. The selected account should auto load if user enters any purchase transaction against this supplier for service item.
3.Default Tax Code: This is the GST tax code for this Customer, which is blank by default. The selected tax code should auto load if user enters any purchase transaction against this supplier, no matter what tax code has been assigned to Inventory Item.
4.Discount: Discount function is only available in Sales, which gives each customer a fixed discount rate as per agreement.
5.Currency: This is where use can set the defaul currency for each customer.
6.BSB Number: Six digit numbers are required in this field.
7.Bank Account Number: Only number can be input in this field.
8.Bank Account Name is the name of Account holder.
9.Statement Text should not exceed 18 words.
10.Payment Memos: Reference for this supplier on Payment transaction.
11.Default Price Level: in Q6, different client may set default selling price for a specific item in this function.
12.Default Due Date: This would enable user to enter the default due date for each customer with the following four options, which would be automatically loaded when generating sales transactions.
a.of the following month
b.days after the invoice date
c.day(s) after the end of the invoice month
d.of the current month
Modify and Delete Customer
You can always go back to Customer List under Sales Module to modify and delete selected Customer.