Entering a Customer - Delivery Card
- Del. Address
- Used as a default in
Deliveries
- Specify the Customer's usual delivery address here.
- If the Customer has several Delivery Addresses, they can be recorded in the Delivery Addresses setting in the Sales Orders module. The appropriate one can be selected in Quotations, Orders, Invoices and Deliveries as necessary.
- If you want to give a name to each of the individual address lines, use card 2 of the User Defined Fields setting in the CRM module. This can be useful if, for example, you want to indicate that the town is always to be typed into the third line of the address.
- Order Comment
- Text entered here will appear as a default in the Comment fields of Orders and Invoices for this Customer.
- Freight No
- In some countries each Customer can be allocated a specific Freight Number which will be quoted on all Deliveries. Freight Numbers can be included on delivery documents if necessary.
- Del. Terms
- Paste Special
Delivery Terms setting, Sales Orders module
- Used as default in Orders
- Specify the Delivery Terms for this Customer here. You will tend to use this field for international Customers: examples might be Cost, Insurance, Freight or Free On Board.
- For each Delivery Term record you can specify translations in different Languages: the Language for the Customer will determine the text to be printed on any Delivery Notes.
- Del. Mode
- Paste Special
Delivery Modes setting, Sales Orders module
- Used as default in Orders, Deliveries
- Enter the mode of shipping most commonly used for this Customer. Examples might be Post or Courier, or might specify the name of one of the couriers that you use.
- For each Delivery Mode record you can specify an appropriate description in different Languages: the Language for the Customer will therefore determine the text to be printed on any Delivery Notes produced.
- You can also set up different versions of documents such as Invoices and Delivery Notes for each Delivery Mode, perhaps incorporating appropriate payment instructions. To do this, enter the Delivery Mode in the Language field when defining documents. Document definition is described here.
- Bank Account
- Enter the Customer's main bank account number here.
- Account Operator
- Paste Special
Banks setting, Purchase Ledger
- Enter the name of the Customer's bank or building society here.
- Delivery Date Based On
- When issuing Deliveries from Orders entered in this Customer's name, the Delivery Date can default to the current date or to the Planned Delivery Date entered in the Order. Specify here which option is to be used for this Customer.
- If the Planned Delivery Date option is chosen, the current date will be used if the Planned Delivery Date in the Order is blank. The Planned Delivery Date field must use the Date format, set in the Planned Delivery setting in the Sales Orders module.
