1stBase Help

Version: Pro 5.0.0.0

13	Customers

The following window is displayed when you select Customer from the File menu. It is also automatically displayed when you start 1stBase.

Catagory	Customers can be catagorised as one of the following:- Pre-Sales (i.e. prospect) Customer Supplier Customer & Supplier Records catagorised as Supplier or Customer & Supplier can be used for Stock Ordering.
Address	Enter the appropriate invoice and delivery details for the customer. 1stBase uses the Invoice address for deliveries where no delivery address is entered.
Delivery Address	A customer can have an alternative address for order delivery - enter on ein this tab if required.
Card/Bank	This tab allows entry of Credit Card and/or Bank details.
Contact List	A customer can have a number of contact types (e.g. home and work phone, email etc). Adds a new line. Deletes the line currently highlighted. The contact type can be changed by double clicking the contact button wich will disply a list of available options.
Pricing Structure	If Trade Pricing is enabled in Global System Settings then this tab is shown. This allows the setting of a pricing structure for each customer. Pricing can be one of the following:- Retail which is the default. Trade Price Trade: Retail - Discount Trade: Cost + Markup - Discount The option selected will be used to calculate selling prices in the Customer Order window. The Markup and Discount fields are available as appropriate to the pricing structure selected.
Products	A list of products sold to this customer. You can customise the information shown from Maint, System, Global System Settings. TIP: For full details of the product double-click the one in question. This will open the Product Registration window and locate the required record for you. TIP: Each Product can have a service history that is displayed in the Notes window. If you single click on a Product then the history will be shown. By default 1stBase loads the history of thte first Product in the list. This button allows you to add or assign a product to a customer. The Add Product window is displayed so that you can enter the relevant details.
Incept Date	The date that the customer was first placed on 1stBase (i.e. the date you first dealt with them).
Last Visit	The date you last called on the customer.
Last Transaction	The date of the last sales order placed by the customer. This is automatically maintained by 1stBase as orders are placed on the system.
Next Action	The date of the next action required against this customer. Use the Notes window or a User Defined Field to log the actions to be taken.
Contract Expiry	The expiry date of any service contract that may be in place.
	Shows the Customer Notes window. If the window is open but hidden then it will be brought to the foreground. Tip: You can also press the F12 key to bring up the Customer Notes window. Once in the Notes window pressing the Esc key will make the Customer window active again. The behaviour of the Esc key can be modified from Maint, System, Global System settings.
	Shows the User Defined Fields window (also know as KeyFields). If the window is open but hidden then it will be brought to the foreground.
	Marks/unmarks the customer 'Hot' status A Hot Customer is someone who needs your immediate attention or has a problem you need to address. When you start 1stBase a list of the Hot Customers is displayed. You can also display this list from Move, Hot Customers, Mine/All. When a Customer is Hot this button changes to
	Shows the Sales and Service Invoice History for the Customer. If the window is open but hidden then it will be brought to the foreground.
	Shows the Diary window. If the window is open but hidden then it will be brought to the foreground.
	Extends the window to show the Revision History for this record. These details inform you which operator originally added and last revised the record. Additionally the system ID for the record is shown. This can be used by your support agent to help diagnose problems that may occur. When the window is extended this button changes to
Appointment	This is a list of appointments for the customer. Appointments highlighted in green have been completed. By default 1stBase only shows the last 6 months appointments, but clicking this button will show all of them. Adds an appointment for a Service Engineer. Adds an appointment for a Sales Engineer. Event Logging: 1stBase can add an event to the Customer Notes window when an appointment is made or changed. This can be set from Maint, System, Global System Settings.
Groupings	Select an appropriate entry from the list provided or 'Not Assigned' to set it to nothing. You can add or edit Groups from Maint, LookUp Codes, Customer Groupings.
Credit Card	Enter the appropriate Credit Card Details.
Bank	Enter the appropriate Bank Account Details.
	If this is visible then the record has been marked for deletion and will not be available after the next removal of deleted records action. (The 'Remove Deleted Records' function can be found in the maintenance menu.)