NR |
Unique customer number in the system. Use UNIQUE_NR to ensure that a customer number is unique within your firm |
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NAME |
Customer name or business name it is printed on invoices/documentation.
Always use the same convention for first name, initials and surnames as well as abbreviations.
e.g. "vd" en "van der" and order "Surname,Initial":"Kotze,JW" |
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QFIND |
Info to quickly find a customer, Use the Address, name of farm, first name or alias.
e.g. Use address in a shortened format "P.O.BOX 181 Vryburg" as "BOX1812 VBG". |
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CEL |
Mobile number |
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VAT |
Customer VAT Nr. |
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Use the [!!] function to determine if there is already a customer- with this Vat Nr. |
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If there is any value in this field, a customer is treated as registered for VAT. |
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Leave this field blank if customer is NOT registered for VAT. |
| If a customer insists on being registered for VAT but cannot produce the number, the system will allow you |
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to fill in a temporary value like "RBU" to denote that the customer is registered. The correct VAT |
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details must be retrieved and filled in back at the office. DO THIS AT OWN RISK!!! |
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POSTAL
ADDRESS |
As printed on invoice |
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ZA_ID |
Identification, CK, trust of company number |
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ALT |
Customer number in your financial system. |
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EMAIL |
Email address |
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TEL |
Telephone number |
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Bank1 |
Bank details must be in the format: "Account number @ Branchcode ; Note"
Leave blank or make "0@0;" if no bank info. |
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WARNING |
A warning, special instruction or any other info a clerk should be aware of. |
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ACC/ST |
The account status |
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PASTEL CUSTOMER NO |
Customer number in Pastel. (Click lock icon to make default) |
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PASTEL SUPPLIER NO |
Supplier number in Pastel. (Click lock icon to make default) |
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REGION |
Fill in the region, select predefined province |
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LANGUAGE |
The customers preferred language. |
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ACTIVE |
Customer is active on the system. |
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AGENT1/2/3 |
Linked agents and/or field officials. |
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DISCOUNT% |
normal discount % for this customer |
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COMM% |
Commission% variance. E.g. -1 = customer always pay 1% less |
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BANK DETAILS | Fill in 3 bank accounts format [Account No]@[branchcode];[optional]
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ASSIGN BUYER NR |
If event is selected, assign a buyer no (BSNR), also available when adding a new customer |
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TRAN SUMMARY |
report on transaction history for the selected customer |
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CRM GROUPS |
maintain marketing groups and add customers to it. |
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CRM COMMUNICATE |
sends bulk email/sms or create mailing list to groups |
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CHANGE NR |
Change a customer number system wide to a new customer. If an existing number is given the customer will be merged with the info on the existing customer.
This function should be used with extreme care as documentation is already printed that is referencing an old number. |
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Export All Customers to FXC |
Export all customers to an external file.
This file is compressed en encrypted with your company name and web password |
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Import All Customers from FXC |
Import customer info from an external file.
This file is compressed en encrypted with your company name and web password.
If there is a customer in the FXC, but the customer does not exist in your customer list it will be added, if the customer however already exists in your customer list:
Overwrite ALL - customer will be updated with info in FXC
Overwrite NONE - customer will not be updated with info in FXC
Overwrite NEWER - only customers in FXC with newer timestamp will be updated. |
Advanced customer Editor |
a grid with quicker row/column editing. |
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Delete All Customers |
delete customer list (require FXA ADMIN password). |
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Duplicates |
Find duplicate customers |