Adding New Customer

When We Are Using "Add New Customer" page?

• If client is new to our website, then he will give his full company details (customers, suppliers, vendors, associates, products, etc.) to "Stone Profit Systems" company, then "Stone Profit Systems" company will migrate the that full details at a time and give website to that customer. 
• If client want to add the customer details into his website whenever he got new customer, then goes to "Add New Customer" page.

Procedure To Add New Customer :

STEP 1: If we want to add the new customer into then click on --> "Lists" tab --> After that click on '+' for opening the " New Customer" page.

STEP 2: Fill all the fields (must and should be fill mandatory fields). After that click on "Add Customer" button.

STEP 3: If you want to upload the image, then click on "upload image" and if you want to edit the customer details, then click on "Edit" icon shown in below figure :

STEP 4: After filling the all the fields, Customer details will shown like below :

Fields Explanation: 

• Basic Customer Information:

Fields	Explanation
Customer Name	Customer name field is used to enter the customer name.
Customer Code / ID	Customer code field is used for unique identification. It must be unique number.
Customer Type	Customer type means his occupation like designer, fabricator, custom builder, house owner, etc.
Contact Name	If customer have a company then in that company which person I'm going to contact that person name.
Parent Customer
Referred By	If this customer is referred by any other person then that person name selected from the given list.

• Customer Contact Information:

Fields	Explanation
Contact Information	Contact information contains details which is necessary to contact to the customer.
Fax	If we want to send the hardcopy from one place to the another place at that time we are using this fax number.
Accounting Email	The email id, which is provided by the company.
Website	If customer is running any business or company then his company url will enter here.
Bill-to Address	Billing Address means in which location, customer receives the bill from supplier.
Shipping Address	Shipping Address means in which location customer want to receives the goods.
Suite / Unit Number	Suite is a town house, means two or three houses side by side. Unit number means one block/ one house in an apartment.
County	County means a place where all the administrative / government works will controls.

• Location Information:

Fields	Explanation
Parent Location	From which location of company branches, customer buying the products.
Multi Location	If customer buying the goods from multiple locations of company, then we select this checkbox.
Generic customer	Generic customer means that customer is not regular customer. If we select this checkbox then that customer is not a regular customer.
Route Location	Via location means customer will come to our company from which route.

• Sales Information:

Fields	Explanation
Primary Sales Person	Which employee I'm assigning to this customer, then that person will select here.
Secondary Sales Person	which employee I'm assigned to this customer, then that person name will select here. Because, this person will work for this customer incase of first sales person is absent.
Price Level	we select the price range for this customer.
Payment Terms	With in how many days this customer going to pay the payment.
Tax Exempt	Tax exempt means no need to pay the income. Non-profitable organizations are no need to pay the salary. If I select this checkbox then, I need to select the exempt reason, Exempt certificate number and exempt certificate expiry date.

• Accounting Controls:

Fields	Explanation
PO Required	If you select this checkbox for this customer, then for this customer sales order will created when this customer sending the PO.
Apply Finance Charges	If you select this checkbox for this customer, then he need to additional charges if he didn't pay the with in the time.
Number of days in hold	Based on mentioned number here, customer selected goods will put in hold.
Customer Since	From how many years you know this customer. Select that year.
EIN Number	Employee Identification Number. Given by the IRS.

• Credit Controls and Customer Login Details:

Fields	Explanation
Credit Limit	How much amount a lot for this customer to take a loan.
Sales Lock Details	It will not allow the customer to create purchase order, If he need to pay more than his credit limit amount.
Allow Access To Customer Login Module	If you check this, this customer will login into your website for knowing his sales related information. For login into your system you need to provide login credentials.

• Special Instructions and Notes:

Fields	Explanation
Special Instructions	If you want to enter any instructions for this instructions regarding delivery, payments, etc., write here.
Internal Notes	Notes also same like instructions.