Customer

Owned by Alan Gilchrist
Last updated: May 15, 2024
2 min read

This page will explain how to set up a customer within Vision Commerce.

Before you read the information below, it may be useful to watch the quick YouTube video that explains the setup of a customer.

To create a customer the following would need to be set up first:

  • Analysis Codes

  • Nominal Control Accounts

  • VAT Code

  • Country

  • Currency

Main Form

This section covers everything you need to enter on the top & bottom lines of the customer form, if you want to see what is required on the tabs then select from the tab pages below.

 

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Next Button → These buttons will only be displayed if you opened an already created customer record. The buttons appear on the left and right side of the customer maintenance screen, where you can click and be directed to the previous or the next customer record.

 

Fields to fill in - Header

Account → This is a short code for your customer, it has to be unique for each customer. It works best for reporting when you have a format that is easily searched so a consistent format is a great way to do this. e.g. ‘SMITH01’, ‘JONES23’, ‘RETAI14’.

Name → This is the account name or customer name.

Client of → This will always show your own company, however, it is possible to show other company names here (alternatives), what would then happen is that the SOP documents to the customer would then be presented with the alternative company information. It allows you to have a trade as a company.

This alternative company is an optional feature available to those who require it, there is a small charge to use this feature.

Status → There are three statuses available,

  • Live - The active accounts.

  • Prospect - Accounts that you have not traded with yet.

  • Archive - Accounts that are no longer trading.

Date Created/ Reference → The date created will be the current date, it can’t be changed. The Reference number will be given once the customer record is saved.

 

Buttons - Footer

Refresh → If something has changed elsewhere in the system such as you added a new price list, then you will have to refresh in order to see it in the dropdown.

Sales Analysis → Details of products the customer has been purchasing over a given period of time.

Get Accounts Data → Where this is allowed we can obtain the customer's account transactions and information from the finance system which will be visible on the transaction tab and the analysis tab.

 

Each tab has its own pages, Click any to know more about it.