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Customer Account - Delivery Details

Customer Account - Delivery Details​

To enter delivery details for a particular customer, select the Delivery Details at the top of the screen.

  • Addresses: For Mailing:** **Enter the mailing address for this customer. The address entered is the address that will appear on all invoices and statements. The mailing address of a customer might be different to the delivery address, for example if a customer orders products for a particular branch but wants the invoices and statements sent to head office. To see how the address is formatted, click Mailing Address. This might be useful at a later date if you are doing a mail merge using your customer database.
  • Addresses: For Deliveries: Enter the delivery address or multiple delivery addresses for this customer. This can be different from the mailing address, as invoices and statements can be sent to the mailing address, possibly head office, whereas products can be delivered to a branch office. To see how the address formatted, click For Deliveries. This might be useful at a later date if you are doing a mail merge using your customer database. To enter multiple delivery addresses select Add Delivery Address and give it an appropriate name. You can then select the appropriate address as being the Primary Delivery Address by selecting the this option at the bottom af the delivery address field. You can edit the various delivery addresses by selecting the relevant address from the drop down list.
  • Delivery Requirements: You can set the customer's preference in relation to back orders. From the drop down list you can state that orders can be part delivered or that orders need to be complete before delivery or that no back orders are accepted and any items not delivered are to be cancelled. This criteria can be used in conjunction with Back To Back Ordering.
  • Usual Sales Location: If a customer is normally supplied goods from a specific location you can enter that location as the default location when selecting an order, delivery or invoice.
  • Send all Invoices to: This field will default to 'This customer's account'. If, however, you want to choose another customer to whom invoices are to be sent, click Send all Invoices to, and select another customer from a drop-down list. When you create a sales quote, order, etc. you can choose to post the invoice to either the base customer or the customer selected in this field.
  • Send Invoices / Credits: Select the device to which invoices and credit notes will be directed. For example, if you want to have an invoice faxed, select 'by fax from the drop-down list.
  • Send Delivery Dockets: Select the device to which delivery dockets will be directed. For example, if you want to have a delivery docket printed, select 'on paper from the drop-down list.
  • Send Order Confirmations: Select the device to which order confirmations will be directed. For example, if you want to have an order confirmation printed, select 'on paper from the drop-down list.
  • Send Quotations: Select the device to which quotations will be directed. For example, if you want to have a quotation e-mailed, select 'by e-mail from the drop-down list.
  • Send Statements: Select the device to which statements will be directed. For example, if you want to have a statement e-mailed, select 'by e-mail from the drop-down list. A 'not required' option is also available.
  • Delivery Run Number: Enter the delivery run number for this customer. You can change the number at the time of each sale.
  • Delivery Basis: Enter the Delivery Basis for Intrastat reporting.
  • Email Folder: Here you can either type the Outlook folder, in which all e-mails from the customer will be saved, or select a folder by clicking E-mail Folder.
  • Document Folder: All Word and Excel files relating to this customer can be stored in a folder specified here. Alternatively, select from an existing folder by clicking the Document Folder button. You can view your documents in the Documents section of the customer account.