Skip to content

Managing Customers

Customers are individuals or organizations that purchase products and services from Memorial Products and Services Unlimited.

What is a Customer Record?

A customer record contains: - Contact information (name, address, phone, email) - Payment terms and billing details - Credit limits and payment history - Linked transactions (quotes, orders, invoices)

Creating a New Customer

Method 1: From Scratch

  1. Search for Customers (Alt + Q)
  2. Click + New
  3. Fill in required fields:
  4. Name
  5. Address
  6. Phone/Email
  7. Payment Terms (e.g., Net 30)
  8. Tax information
  9. Click Save

Method 2: From a Contact

  1. Open the contact record
  2. Click Create as Customer
  3. Review auto-filled information
  4. Make any necessary adjustments
  5. Click Save

Key Customer Fields

Field Description
No. Unique customer identifier (auto-generated)
Name Customer or company name
Payment Terms When payment is due (e.g., Net 30, COD)
Credit Limit Maximum outstanding balance allowed
Balance Current amount owed

Editing Customer Information

  1. Search for and open the customer record
  2. Make necessary changes
  3. Click Save or press Ctrl + S

Viewing Customer Activity

From the customer card, you can view: - Sales Quotes - Open quotes - Sales Orders - Active orders - Posted Invoices - Historical invoices - Ledger Entries - Complete transaction history

Best Practices

  • Verify customer information before creating the first order
  • Set appropriate credit limits based on business relationship
  • Keep contact information current for accurate communication
  • Document special terms in the notes section