Entering a Customer - Pricing Card
- Default Items
- Paste Special
Default Items setting, Sales Ledger
- The Default Items setting allows you to define sets of Items that are always to appear on Invoices for certain Customers: specify here a particular Default Item record (i.e. a particular set of Items) for this Customer. The Items will be added as soon as the Customer is specified in the Invoice. They will also be added to Invoices created from Orders (although they will not appear in the Orders themselves or in Deliveries) and to those created in batches using the 'Group Invoicing' Maintenance function in the Sales Orders module. They will not appear in Interest Invoices.
- Price List
- Paste Special
Price List register, Pricing module
- Used as default in Quotations, Orders, Invoices
- If you wish to assign a particular Price List to a Customer, you can do so here. It will determine the prices used in Orders and Invoices for this Customer.
- Note that it is also possible to allocate Price Lists to Customer Categories. This makes it easy to allocate or change the Price List of a group or Customers in a single step. Any Price List specified here will override that of the Customer Category (if any) to which the Customer belongs.
- Please refer to the Price List page for full details of how to use Price Lists. If you need to use dated Price Lists, please refer also to the section below describing the Price Based On options.
- Discount Matrix
- Paste Special
, Orders, Invoices
- If you wish to assign a particular Discount Matrix to an individual Customer you can do so here. Discount Matrices allow you to set up a quantity discount structure and are fully described here. When receiving Orders from this Customer, the Discount Matrix entered here will determine the default percentage discount for each Item, depending on quantity ordered.
- Note that it is also possible to allocate Discount Matrices to Customer Categories. This makes it easy to allocate or change the Discount Matrix of a group of Customers in a single step. Any Discount Matrix specified here will override that of the Customer Category (if any) to which the Customer belongs.
- Salesman
- Paste Special
Person register, System module
- Used as default in Quotations, Orders, Invoices
- Enter the initials of the salesman responsible for this Customer's account. By default, Orders and Invoices for this Customer will be attributed to the salesman entered here.
- This field is also used by the Limited Access module: please refer to the description of the Sales Group field (below) for details.
- Sales Group
- Paste Special
Sales Groups setting, System module
- Default taken from Salesman
- The Sales Group is brought in from the Person record after you have entered a Salesman. If the Limited Access module is present, this field can be used to prevent a user from seeing all Customers in the 'Customers: Browse' and Customer 'Paste Special' windows by restricting their view to their own Customers or to those of their Sales Group.
- Please refer to the page describing the Person register for full details of the Limited Access module.
- Price Based On
- When entering Orders, if you are using dated Price Lists the choice of Price List can depend on the Order Date, the Planned Delivery Date or the Despatch Date. Specify here which option is to be used for this Customer.
- If the Planned Delivery Date option is chosen, the standard Price List will be used if the Planned Delivery Date in the Order is blank or in the wrong format. The Planned Delivery Date field must use the Date format, set in the Planned Delivery setting in the Sales Orders module. If the Despatch Date option is chosen, the standard Price List will be used if the Despatch Date in the Order is blank. The standard Price List is that entered to the Customer record in the field above, or in the Customer Category.
- When entering Invoices directly to the Invoice register, Price List selection will always depend on the Invoice Date. Similarly, when entering Quotations, Price List selection will always depend on the Quotation Date.
- Dated Price Lists are described here, with an example here.
- Currency
- Paste Special
Currency register, System module
- Used as default in Quotations, Orders, Invoices
- Specify here the Currency to be used for invoicing this Customer. When entering Orders or Invoices, all prices of Items will be converted from the home Currency to that specified here using the latest Exchange Rates.
- Hansa will prevent the entry of Orders, Invoices, Quotations and Receipts in the name of this Customer using Currencies other than that specified here. If you need to be able to use more than one Currency with a particular Customer, leave this field blank.
- Once a Currency has been entered in this field and the Customer has been used in a transaction of any kind, this Currency should not be changed.
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