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This tab contains the most often used Customer Details.

• Details that need to be entered to save the customers in this tab

  • The 1st line of the address, Town, PostCode, and Country

  • Currency

    • This will be the Currency that will be defaulted for the Sales Orders for this customer

  • Default Payment Method

    • This allows you to set up a Default Payment Method for the Customer and it will default for the Sales Order.

  • Primary bank account

    • The Secondary and Tertiary Bank Account details can be used when dealing in different Currencies and can be set to show on invoices.

  • VAT Code

    • This will be the default for the Sales Orders for this customer.

  • Status

    • The options are set up as part of Vision Commerce and are Archive, Live, and Prospect:

      • A Live Customer is a Customer with whom you are currently trading.

      • An Archive Customer is a Customer with whom you are no longer trading.

        • Vision Commerce will not allow you to enter Orders for an Archive Customer.

      • Prospect Customer is used to indicating an account that is not yet active but where there is a potential new business.

        • When you enter an Order against a Prospective Customer Vision Commerce will update the Status of the Customer from Prospect to Live.

  • The Legal Type can either be set to 'Natural Person' or 'Business'.

    • A Natural Person is a human being (an individual) rather than a Business or Organisation.

    • For more information please see GDPR Statement page

• Details that you may wish to enter for the customer

  • The VAT Reg Number would normally be Supplied by your Customer if they are VAT Registered

    • It is optional and can be left blank

  • The Line% Discount if set will be applied Line By Line to any Price List in use for this Customer.

  • Price List Group that will be used for the current Customer.

  • Duty - Commonly known as Excise Duty

    • Enter the Deferment Account Code for the account paying the Excise duty.

    • By default, this will be set to your duty deferment account code (not the number).

    • If you have a customer paying the duty then this needs to be set to the customers' duty deferment code (which should be obtained from the warehouse)

    • This is known as a duty deferred order.

      • This can be changed at the time of order. If you do not have the relevant authority from the warehouse to use the code then your order will be rejected.

  • CCT - Commonly known as Customs Duty, applicable for any goods coming from outside the EU

    • Enter the Deferment Account Code for the account paying the Customs duty.

    • By default, this will be set to your duty deferment account code (not the number).

    • If you have a customer paying the duty then this needs to be set to the customers' duty deferment code (which should be obtained from the warehouse).

    • This is known as a duty deferred order.

      • This can be changed at the time of order. If you do not have the relevant authority from the warehouse to use the code then your order will be rejected.

  • If you are using a Carrier Service you can select the appropriate one here.

  • Delivery Times (Earliest and Latest Time 1 and Time 2

    • Whether you can enter a single time span, the minimum gap between the Earliest and Latest times, the minimum gap between Time 1 and 2, and whether you must include a Time 1 and/or Time 2 will be determined by your Customers expectations and the limits set by the Warehouse you use.

      • It is your responsibility to make sure these times comply with any Warehouse or Carrier service.

  • Warehouse Delivery Service you can select the appropriate in the Wh Delivery Service field.

  • Delivery Instructions you want to appear on all Orders for the current Customer.

    • If you send your Orders to your Warehouse from Vision Commerce, this information will also be sent.

  • Picking Instructions you want to appear on all Orders for the current Customer.

    • If you send your Orders to your Warehouse from Vision Commerce, this information will also be sent.

  • GDPR Options:

    • Leave it blank

    • Anonymous - when this option is chosen the GDPR information will not show for the current User unless that User's account is set to view Anonymous PII.

      • This Customer's PII information will not show on reports or extracts.

    • Forgotten - if this option is chosen and there are no outstanding Sales Orders associated with the Customer account, any PII information will be deleted and accounts archived.

      • If there are Orders outstanding this field will revert to blank and no information will be changed.

    • For more information please see GDPR Statement and Admin - User Maintenance pages

• The Date Created and Reference will automatically by the system once the customer has been saved and cannot be changed

  • The Reference field is a unique reference for this Customer (in addition to the Customer Account Code).

• You can group Customer Accounts as a Group by entering a Customer Account Code in the Group A/C field.

• Check the Exclude From Reports field to stop this Customer from showing on Reports.

• Delivery Point Email, will default the Sales Order Delivery Point Email, which is submitted to the Warehouse and used to communicate with the Delivery Point

• If the Default to Sending SO Acknowledgement field is checked the current Customer will receive an Email when a Sales Order has been placed for them.