To mark a contact as a customer, and therefore to be able to place a sales order, you must click on [Contact becomes customer] on the Customer information -I tab. A number of input fields appear as well as a new tab called -II.
The cursor blinks in the customer number field and a new customer number is automatically generated. You can, if you wish, change this number. However, once this has been defined, you will not be able to change it. You can enter the VAT data of your customer, and the currency here. The default currency is the currency entered in the system settings. If more than one currency has been entered in the basic information, you can select one of the pre-defined currencies using the choice list menu. T
he bank data can be entered in the various fields and the customer can be linked to a turnover group that has been entered in the basic information. Any terms of payment that have been entered can be linked to each customer by means of the Terms of payment choice list menu. Using the order of lines choice list menu, you can specify how you wish to sort the documents.
There are three options:
1. Plant-, size seq. no.: with this option you can sort first according to plant sequence numbers and then according to size sequence numbers.
2. Size-, plant sequence numbers: sorts in the reverse order.
3. sequence: keeps to the order in which the lines were entered.
The Confirm orders checkbox gives you the possibility to specify if you wish to print this customer’s orders by default or not. For example: after you have finished entering a lot of different sales orders, you want to print order confirmations. One customer wants to receive a confirmation but the other doesn’t. Using this checkbox you can have WinTree Nursery Manager print the correct orders automatically. Only the order confirmations for customers with a tick in the checkbox will be printed.
At the bottom of the Contacts window, there is a [Contact is no longer customer] button. If you click on this, the status of the customer will return to Contact. The contact is therefore only a contact and no longer a customer. If, however, orders, deliveries or invoices have already been generated, this is not possible!
On the tab –II, there is a checkbox “Gather invoices”. If you tick this checkbox, this means that during the invoicing process, the invoice will contain all the deliveries that have taken place for that customer . In the other case, a separate invoice will be generated for each separate delivery.
In addition, on this tab you can indicate per customer a percentage discount or an absolute discount. This applies also to any transport costs. For certain customers you can, for example, charge a fixed amount for transport costs. This amount will then be added to each new invoice.