All Collections
Customer Module
Customer Details Tab
Customer Details Tab

The basics of the Customer profile

Stephen Kuhn avatar
Written by Stephen Kuhn
Updated over a week ago

Read Time: 3 minutes

Learn how to Add a New Customer Here.

The Details Tab is where you enter information about each Customer and their default preferences.

Customer Details

A Customer might be an individual person or the name of a business that your company caters to. The name of that person or business goes in the Name section.

The Code might be an abbreviation to help identify a Customer in Reports and accounting.

The Email Address will usually be the Accounts or Finance address for the Customer. All Invoices and Payment Information will be emailed to this email address by default.

The Address should be where the Customer wants Invoices and most Orders to be Delivered. It might be the headquarters of the business or the personal location of a Customer.

Web Registration says Yes if the Customer Registered themselves online.

If the Customer was created in the Back Office, Web Registration will say No.

Account Information

Clicking 'Account on Hold' means the Customer cannot place Orders online. Orders also can't be placed for a Customer in Back Office.

Payment by Account on the right-hand side allows the Customer to choose 'On Account' as their payment method when placing Orders online. If this is not ticked, that option is not available. Read more about Payment By Account Here.

Payment by Delivery does not change the functionality of the system and is only used to inform that payment is taken after an order is delivered, not before.

The No Minimum Order Amount and No Delivery Charge boxes indicate that these charges and limits won't apply to Orders placed with this Customer.

Checking the Require Department Code box requires this Customer to always enter a Purchase Order Number.

More Customer Details

Add Additional Email Addresses in the given box to make sure those emails receive Invoices and Order updates by default. Separate multiple addresses with a comma.

Entering an Order Discount % will automatically apply that discount to all Orders placed under the Customer.

Notes are reminders that pop up when a User selects the Customer to place an Order in the Back Office. Read more about Customer Notes and Invoice Notes Here.

Checking Service Charges here will automatically apply any of these charges to any order placed under this Customer.

Change the Sales Tax of the Customer when they checkout to override what is originally applied in the system. Read about changing Sales Tax Options Here.

Did this answer your question?