Reference: Customers
From PlantX.net
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Overview
This is where you perform any work related to customer accounts.
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Options
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Tabs
- Records general customer account properties such as name, number and start date. This tab also shows account statistics.
- Manage a list of contacts for the customer.
- Manage a list of billing and shipping addresses for the customer.
- Miscellaneous customer settings.
- Manage the accounting documents on a customer account. The documents are listed in reverse date order (newest to oldest). This tab can be used to add payments, credit memos, debit memos, deposits and manual invoices.
- Manage accounting documents like the Documents Tab but view the documents as a ledger with a running balance and current aging. Payments and credit memos can be applied to invoices to effectively "clear" sets of documents that balance to zero.
- Use this tab to review and adjust statement settings. Includes the proposed finance charge for the next statement and message that should print.
- Manage the customer's orders.
- Maintain a list of retail prices for each catalog item.
- Pricing Tab
- Set the default pricing the customer should receive when creating a new order.
- Notes Tab
- Enter notes specific to this customer. The notes are for internal use only and do not print on customer documents.
- QuickBooks Tab
- If invoices are exported to QuickBooks, then the customer account must be linked from PlantX.net to QuickBooks. With QuickBooks open and configured, click the Select button to select the respective QuickBooks account for the customer.
- Contractor Tab
- Not Used. Expansion feature that will allow contractors to use the website to place orders and to view their account balance and outstanding invoices.
- Use this tab to override the default tax settings for an account. When dealing with state and local taxation, it may be necessary to adjust the amount of tax charged on a customer's orders.
- This tab is used to score the customer, giving them a rating that affects the color coded appears of the customer name.
- History Tab
- Shows a history of changes made the account and documents on the account.
- Manage a list of quotes for a customer.
- The Trade Tab is used to configure a customer to be a Trade Partner. A Trade Partner is another PlantX.net member that can send and receive orders, invoices and other e-documents.
