Basic Setup that are to be done like adding maintenance data [Customer, Product,
before setting up the calculation rules and transactions.
The customer refers to individuals that purchase goods and services from the organization. The customer page contains information about the customer details. The details are customer name, customer id, type, billing information, shipping information, etc. The user can add, modify, copy and delete the customer details. Once the customer is created, relevant contact and opportunity information can be added. After entering the Customer's master details, you can set customer based commission plan or enter the transaction details.
The Customer menu lets you quickly create, and view the customers' information. You can sort and filter customers' information using standard and custom list views provided below the Title in a page. In addition, this page lets you copy, and delete, edit the customers' information. In the Next Step section of the customer page, you can add customer based commission plan or transaction. This page also lets you to go to the previous page and Home page. In the Related Information section of Customer page, you can view the information related to the customer page.
You can click Customers ? Customer menu item to display the "Customer" page. This page will list all the Customer ID, Customer Name,
Here is a description of the customer standard fields. Some of these fields may not be editable depending on your page layout.
Field | Description |
Customer Name | Full Name of the Customer. E.g., Morris. Up to 255 characters are allowed in this field. |
Type | Basic Type of the Customer. The types may be Customer or Prospect or Partner or Other. |
Parent Customer | It is the higher-level customer to which the customer is attached. This allows you to arrange your customers in a hierarchical way. For example, ACME, Ltd is a parent customer of Gritz Ltd. |
Billing Address1 | Street Address used for Billing. Up to 255 characters are allowed in this field. |
Billing Address2 | Additional Street Address (Avenue or Suite) used for Billing. Up to 255 characters are allowed in this field. |
| City portion of billing address. Up to 255 characters are allowed in this field. |
Billing State-Province | State or province portion of billing address. Up to 255 characters are allowed in this field. |
Billing Postal Code | Zip or postal code portion of billing address. Up to 255 Characters are allowed in this field. |
Billing Country | Country portion of billing address. Up to 255 characters are allowed in this field. |
Shipping Address1 | Primary mailing or shipping street address of customer. Up to 255 characters are allowed in this field. |
Shipping Address2 | Additional shipping Street Address (Avenue or Suite) of customer. Up to 255 characters are allowed in this field. |
| City portion of primary mailing or shipping address. Up to 255 characters are allowed in this field. |
Shipping State-Province | State or province portion of primary mailing or shipping address. Up to 255 characters are allowed in this field. |
Shipping Postal Code | Zip or postal code portion of primary mailing or shipping address. Up to 255 characters are allowed in this field. |
Shipping Country | Country portion of primary mailing or shipping address. Up to 255 characters are allowed in this field. |
Annual Revenue | Annual Revenue estimate for the customer. |
Employees | Number of employees at the Customer's company. |
Industry | The industry under which the customer falls. For example, Banking, Insurance. |
Sub Industry | Type of industry under which the customer's industry falls. For example, Insurance Brokerage. |
Industry Code | Standard NAICS code for the Customer's Company. For example, NAICS code for construction as "23". |
URL | URL of customer's website, for example, www.acme.com. Up to 255 characters are allowed in this field. |
Stock Ticker | Stock quotation of the Customer. Up to 255 characters are allowed in this field. |
Credit Limit | Maximum allowed credit limit for the customer. For example, 1000. |
Terms | Any terms that you have specifically agreed to and want to track in the contract. Up to 255 characters are allowed in this field. For example, Net 30. |
Tax Rule | Tax rule under which the customer falls. Up to 255 characters are allowed in this field. |
Contact Name | Primary contact name for the customer. Up to 255 characters are allowed in this field. |
Phone | Phone Number of Customer. Up to 255 characters are allowed in this field. |
Fax | Fax Number of Customer. Up to 255 characters are allowed in this field |
Email | Email address of Customer. Up to 255 characters are allowed in this field. Must be a valid email address in the form: jsmith@acme.com. Up to 255 characters are allowed in this field. |
Territory | The territory with which the customer is associated. Up to 255 characters are allowed in this field. |
Lead Source | Source of the lead. For example, Word of Mouth, Direct Mail, etc. |
Commission Rate | Rate at which,the Rep will be paid for sale to this customer. E.g. 10. |
Rep1 | Primary sales rep dealing with customer. E.g. Randy. |
Rep2 | Additional sales rep dealing with customer. E.g. Brandy. |
Rep3 | Additional sales rep dealing with customer. E.g. Smith. |
Credit Percent1 | Percentage of amount to credited for Rep1. |
Credit Percent2 | Percentage of amount to credited for Rep2. |
Credit Percent3 | Percentage of amount to credited for Rep3. |
Comments | Comments on Customer. Up to 255 characters are allowed in this field. |
Owner | Owner of the record. Typically owner will be any of the user id. E.g.sample_randy@yahoo.com. By default, Owner will have access to this record. |
The user can create new customer details such as Customer Name, Billing Information, Shipping Information, etc. For example, to add new customer "ACME" details, follow the steps given below:
Note:
The Contact page contains the contact details of Customer. To add new contact, please refer the Contact section.
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