This function is used to enter default customer details for a specific branch.
These details are the mandatory required fields for a new customer. The details entered here are used in Sales Order Entry when a user creates a new customer ‘on the fly’. It saves users from having to enter all the mandatory settings to establish a customer and allows them to get on with taking an order. The customer details can, of course, be adjusted later so that any changes from the default values used can be made when the user has more time to do so.
Example
A sales order entry operator is assigned branch ‘N’ for “NSW”.
Branch ‘N’ has ‘new customer defaults’ set up with rep ‘New sales’, price level 1, category ‘Ad hoc sales’, client type ‘External’ etc.
The sales order entry operator starts a new sales order and clicks on the ‘create new customer’ option. The operator enters the customer’s contact information and that is combined with the ‘default’ settings recorded for the users branch to create a new customer record in the database.
Later on, the rep managing ‘New sales’ can contact the new customer and assign that customer to a more relevant market segment, customer category and price level etc. as required.
Minimum Requirements
- At least one branch must be established on the system.
- You do not need to set up ‘new customer defaults’ if you do not want to create new customers on-the-fly when entering new sales orders
Pre-requisites
Before setting up ‘new customer defaults’, branches must be defined.
Changing Established Data
You can change the details at any time as well as add details against other branches.
The changes will only apply to new customers created from that point onwards.
Panel Options
- Standard panel features
- Maintenance
- Reports
- List Users by Branch showing new customer defaults