Customer > Point of Sale > Settings > Advanced Customer Settings
Customer > Customer Service > Settings > Advanced Customer Settings
Customer > Settings > Point of Sale Settings > Advanced Customer Settings
Accounting > Receivables > Receivables Settings > Advanced Customer Settings
Accounting > Financing > Financing Settings > Advanced Customer Settings
Accounting > Settings > Payables Settings > Advanced Customer Settings
Accounting > Settings > Financing Settings > Advanced Customer Settings
Accounting > Settings > Revolving Receivables Settings > Advanced Customer Settings
System Administration > Get Started - Enter Your Information > Get Started Step 8 - Sales > Advanced Customer Settings
System Administration > System Settings > Customer System Settings > Sales and Service System Settings > Advanced Customer Settings
System Administration > System Settings > Accounting System Settings > Accounts Receivables System Settings > Advanced Customer Settings
System Administration > System Settings > Accounting System Settings > Financing System Settings > Advanced Customer Settings
Support Files: Zip Code, Sales Tax, Warehouse Location, Terms, and Salesperson
Tabs: General, Point of Sale, Receivables, Advanced, eSTORIS, User Defined Settings
Use this file to maintain information about your retail customers. STORIS strongly advises you create a customer record for each of your permanent, repeat business retail/wholesale customers. By creating your customers through this program, you can assign a customer number to each individual customer and thus track them throughout the system.
Use care when assigning customer numbers. For
new customers
you create on-the-fly during sales order entry, the
system assigns the sales ticket number as their customer number. For this
reason, when you initially design your customer records, do not use numbers
that may equal your future sales ticket numbers. To determine the sales
order numbering sequence that best suits your needs, contact your STORIS
representative.
You can use the Regional Processing
feature to restrict user access to customer records.
You cannot edit quick
sale customers.
To create new customers via this routine, you must have access via the
Advanced Customer Settings; Create new customer field on the Extended Security (Receivables)
routine.
Customer
CodeUse this field to enter the
customer code of a new customer or an existing one. If creating a new
customer, enter a unique code to identify this customer. To locate an
existing customer, click on the Search button to access the Search
for a Customer screen via which you can select a customer.
Full
NameThe customer's full name
(first name, middle initial, last name) or the customer's company contact
displays here.
Check the box at this field to indicate that
this customer is a company, not an individual. The field is used to enhance
your ability to search for a company by its name. When you check the box,
the Prefix, First Name, Middle, and Suffix become inactive; the Last Name
field becomes the Business Name field, and the Business Contact field
becomes active. BusinessCheck
the box at this field to indicate that this customer is a company, not
an individual. The field is used to enhance your ability to search for
a company by its name. When you check the box, the Prefix, First Name,
Middle, and Suffix become inactive; the Last Name field becomes the Business
Name field, and the Business Contact field becomes active.
Business
ContactIf a check
appears at the Business field (that is, if this is a business customer),
enter the name of the main contact for the business. If a check does not
appear at the Business field, this field is inactive.
Use this field to enter a prefix (if any) for this customer, for example one of the following:
Dr.
Ms
Mr.
The field is active only if the Prompt for Name Prefix field is set to Optional or Required on the Customer tab in the Point of Sale Control Settings.
FirstThis field
is used for the customer’s first name.
MiddleThis field
is used for the customer’s middle name or initial. The activation of this
field is controlled by the Point of Sale Control Settings
(Sales Order ACF), Customer Name Prompts.
LastThis field
is used for the customer's last name or, if a check appears at the Business
field, the label for the field changes to Business Name and is used to
enter the company name.
Business
NameIf the Business field is
checked (active), the Last Name field label is renamed to Business Name
and is used to enter the company name.
Use this field to enter a suffix (if any) for this customer, for example one of the following:
degrees achieved
numerals (II, III, etc.)
professional status
The field is active only if the Prompt for Name Suffix field is enabled on the Customer tab in the Point of Sale Control Settings.
Referred
ByIf
the customer you are creating was referred by an existing customer, use
this field to enter the existing customer's number. To search for an existing
customer, click on the Search
button to access the Search
for a Customer screen from which you can select a customer.
In order for a customer to earn reward points for referring a new customer,
you must enter a customer code in this field. In addition, the
Do Not Accumulate
Reward Points field on the Advanced tab
must be unchecked for the referring customer and you must enter a percentage
in % for Referrals
field in the Customer
Rewards Control Settings.
Line
1Enter the first line of this
customer's address.
Line
2Enter the second line of
this customer's address, if necessary. This field is to be used for P.O.
Box, Floor #, Dept., etc., not city, state and zip code.
Enter the postal zip code for this customer's address. If the zip code entered exists on the system, the city and state default from the Zip Code file. If the zip code does not exist, a message appears with the option to create a new zip code entry.
If
using Automatic Freight Calculation, the system references the customer's
zip code when determining delivery charges for an order.
CityThis field
will default to the city referenced by the Zip Code record entered in
the Zip Code field. You may override this if the default and this customer's
city differ.
This field defaults to the state referenced by the zip code record entered in the Zip Code field. You can override this if the default and this customer's state differ.
If the default state and this customer's state differ, it usually
indicates an error that should be corrected in the Sales Tax file
.
Enter this customer's home telephone number, beginning with the area code. This is an important field, as cross-references can be performed using the home telephone number of the customer during Sales Order entry.
Following entry of either the Home Phone number or Work Phone number
for new customers, you can use the Customer
Telephone Number Lookup feature to search the web for customer
name and address information, by phone number.
CellEnter
this customer’s cellular phone number, including area code.
WorkEnter
this customer's work telephone number, including area code.
Ext.Enter
this customer's telephone extension for their work phone number.
Enter the customer’s email address. For multiple email addresses, separate each with a semicolon and no spaces.
If you enter "no email" here, then if you generate an Excel® report of mailing labels that
includes the current customer, "no email" appears for the
customer in the column where email addresses normally appear, indicating
you should contact the customer by a means other than email.
If a default customer email address appears at the Default Email Address
field on the Advanced tab of the Point
of Sale Control Settings, this field is mandatory. If this
field is mandatory, and a check appears at the Load Default Email
Address field on that same tab, the default customer email address
defaults into this field whenever a user attempts to exit the Customer
Settings without specifying an email address for the customer. If
this field is mandatory and a check does NOT appear at the Load Default
Email Address field, the program requires users to enter an email
address for the customer before exiting the routine.
The following applies if the "Customer Entry - Warn if Primary
Email exists for other Customers" setting is checked in the Customer
tab of Point
of Sale Control Settings: If an email address is added or changed,
the new email address is checked to determine if it has been assigned
to any other customer account as a primary email address. If the email
address already exists, a warning message appears that can be dismissed.
OtherYou can
use the text box at this field to list additional email addresses. Up
to 99 lines, 50 characters each can be entered. Multiple email addresses
are entered one per line and must be in the proper email format ([email protected]).
This field defaults to checked, indicating that the customer is
eligible to be charged sales tax on orders. To exempt this customer
from sales tax, remove the check. However, to edit this field,
you must have access via the "Change Taxable Settings" in
Create
a User/Group Actions - System Security or via a security override
by an authorized user.
If you leave this field blank, you can enter the customer's tax exempt
ID in the Tax Exempt ID Number field.
If you leave this field blank, you can still charge sales
tax to this customer for individual orders via the Order
Total Full Display Window.
Charge NationalThe field
is active only if the National Tax feature is active on your system.
This field defaults to checked, indicating that the customer is eligible
to be charged national
sales tax on orders. To exempt the customer from national sales
tax, remove the check. However, to edit this field, you must have
access via the "Change Taxable Settings" in Create
a User/Group Actions - System Security or via a security override
by an authorized user.
This optional field is for sales tax exempt customers.
If this customer is tax exempt, it may be important for your company to
enter the sales tax number assigned by the state to this customer.ID
NumberThis optional field is for sales tax exempt customers.
If this customer is tax exempt, it may be important for your company to
enter the sales tax number assigned by the state to this customer.
Alternate
IDThis field displays the Alternate
Tax ID code used with the Alternate
Tax Interface to Vertex®.
It displays the code assigned to the taxing area based on the customer's
address and zip code. Vertex uses this number to determine the tax
jurisdictions to use when calculating taxes.
If you do NOT want the system to calculate sales tax on this customer's
sales orders, do NOT select the Charge Sales Tax field in this record.
After you specify a customer number, a paper
clip icon appears on the button bar next to the Help button. If this icon
is active (that is, bold-faced) on a tab, it indicates a file attachment exists
for the selected tab or for an item in the order related to the selected
tab (for example, a customer or product). If the icon is dimmed, no attachments
exist for selected tab.
Delivery
InstructionsEnter any special instructions
for goods delivered to this customer. The text you enter here defaults
into the Instructions field on sales and service orders for this customer.
Extended
Delivery InstructionsEnter
additional special instructions (if any) for goods you deliver to this
customer. The text you enter here defaults into the Extended
Instructions Text Box in order entry. If you accept the default
text and check the box at the Print Extended Instructions field in order
entry, the text appears on delivery tickets printed for this customer.
Account CommentsUse this field to enter
account comments on the credit history of the selected customer, including
any remarks you want your employees to consider when working with the
customer's account. The comments you enter here appear in various
routines and inquiries throughout the system, for example the Collector
Review - Customer Update Screen.
PriceEnter
the code of the price category (if any) you want to use for the selected
product when creating price matrices in the Customer
Price Settings.
The Sales Order Entry process references this field in conjunction with
the Price Category field in the Product file record to access the Price
Matrix file. Use of the Price Matrix file allows for different pricing
of this product for each customer.
To edit this field, you must have access via the Change Customer Price
Category Within POS Entry field in the Extended
Security settings.
CommissionIf using
Matrix as your commission calculation method (see the Calculation Method
field in the Point
of Sale Control Settings), the system uses this field in conjunction
with the Commission Category field in the Product record to access a Commission
Matrix file record for commission calculation. The default for this field
is Z.
%If using
Matrix as your commission calculation method (see the Calculation Method
field in the Point
of Sale Control Settings, and commissions are based on the customer,
use this field to enter the percentage you want to use to calculate commissions
when the Commission Source field in the Commission Matrix record is set
to Customer.
Enter the store location you want to assign to this customer. The system associates the customer's deposits and AR balance with the store you specify here, regardless of the location at which transactions occur. Once AR activity occurs for the customer, you must use the Reassign a Customer's Store Location routine to change a customer's store assignment.
For customers
you create on-the-fly, the system automatically assigns the store
associated with the order.
If the location you specify here has an associated due
day, that due day defaults into the Due Day field in this routine.
To change a customer's store location via this routine, you must have
access via the Advanced Customer
Settings; Change customer store location field on the Extended
Security (Receivables) routine.
Salesperson 1Enter
the code of the salesperson (if any) you
want to associate with this customer. If you click on the Search
button, a list of salesperson appears from which you can choose.
The salesperson you select defaults into the Salesperson field for orders
entered for this customer, provided the box is not checked at the Do Not
Default Salesperson field in the Point
of Sale Control Settings.
Commission %If you
entered a salesperson code in the Salesperson 1 field, enter the portion
of the earned commission you want the salesperson to receive from orders
for this customer. Enter a number with up to two decimal places. If you
do not assign a second salesperson to this customer, enter 100. If
you assign a second salesperson to this customer, the total percentage
for both salespersons must equal 100.
The commission percent indicated here defaults during order entry,
but can be edited via the Multiple
Salesperson Commission Screen.
Salesperson 2Enter
the code of the second salesperson (if any)
you want to associate with this customer. If you click on the Search
button, a list of salesperson appears from which you can choose.
The salespersons you select default into the Salesperson field for orders
entered for this customer, provided the box is not checked at the Do Not
Default Salesperson field in the Point
of Sale Control Settings.
Commission %If you
entered a salesperson code in the Salesperson 2 field, enter the portion
of the earned commission you want this salesperson to receive from orders
for this customer. Enter a number with up to two decimal places. If you
assign a second salesperson to this customer, the total percentage for
both salespersons must equal 100.
The commission percent indicated here defaults during order entry,
but can be edited via the Multiple
Salesperson Commission Screen.
If the Initial and/or Final Check Level fields in the Point
of Sale Control Settings are active on your system, enter the
dollar amount that represents the maximum amount of credit you want
to extend to this customer. If you leave this field blank, you grant
this customer unlimited credit. If you set this field to 0 (zero),
the system requires approval each time this customer makes a purchase.
If the sum of the customer's open AR balance and their balance due
on any open orders exceeds their credit limit, the system places the
customer on C1
credit hold.
Note that if you specify a default credit limit in the Accounts
Receivable Control Settings, that amount defaults here for customers
you create on-the-fly.
Minimum deposit requirements do not apply to customers with a credit
limit applied, provided the Customers with Credit Exempt field is
enabled in the Accounts
Receivable Control Settings.
Important!
If Advanced Receivables is not
active on your system (General
System Control Settings), the credit limit field on this screen
is active. If Advanced Receivables is
active on your system, you cannot edit the credit limit field via
this screen. You can use Customer
Credit and Scoring Information to edit the customer's credit limit,
provided you have permission via your User/User
Group settings.
TermsIf this
customer has special payment terms, select a valid code from the Terms
Settings that describes these terms. The terms code prints on delivery
tickets and invoices for this customer.
Note that when creating a new customer, the Default Terms Code defaults
from the Accounts
Receivable Control Settings.
Enter the day of the month on which this customer's account balance falls due. Enter a number from 1 to 28. If you click on the Arrow, a list of available days appears from which you can choose. Note that once you initially save a customer record, this field becomes unavailable and you cannot edit the due day.
When you create a new customer record, the program references the Store Assignment field in the Customer Settings. If a due day has been specified for that location (that is, specified at the Due Day field on the General tab of the Warehouse/Store Location Settings), that due day defaults into this field and you cannot edit it. However, if you change the Store Assignment field for a customer, this field updates with the due day associated with the new location. If no due day exists for the new location, this field retains its previous value.
If no due day exists for the location specified at the Store Assignment field, this field references the following fields in the Account Statement Cycling Control Settings to determine the default due day and the due days available for selection at this field:
Cycle Schedule
Default Due Day
Auto Assign Due Date
If you set the Cycle Schedule field to Daily and leave blank the Auto Assign Due Days field in the Accounts Receivable Control Settings, the system prompts you to enter a due date whenever you create a new customer. If you set the Cycle Schedule field to Daily and select the Auto Due Days field, the system bypasses this field and completes the field automatically when the record is created.
If you set the Cycle Schedule field to Monthly, this field automatically defaults to the number in the Default Due Day field and you cannot change this setting. If you set the Cycle Schedule field to Table, the system offers the operator the dates in the Due Day 2-4 fields. Only these numbers are acceptable for this field.
If you create a customer on the 29th, 30th or 31st of a month,
this field defaults to 1, 2, or 3, respectively, and payments fall
due on either the first, second, or third day of the month.
Charge Late FeesTo charge
late fees to this customer, check the box. Otherwise, leave the
box blank.
If you check this box, the selected customer is exempt from the auto-pay rules. All funds posted via auto-pay are posted to On Account for this customer. If you do not check this box, payments are posted via the standard auto-pay feature.
On Account payments are not allowed
when using a Revolving Master Plan. If the revolving module
is active and a master plan is defined in the Revolving Receivables
Control Settings and you try to check this box, a warning message
informs you that the setting cannot be activated when revolving master
plans are being used.
If using the Customer Statements feature, use this field to assign a Hold status to this customer's statement so that the End of Day process does not include the customer in the customer statement list. Click the Arrow button to select one of the following options:
Yes - assign a Hold status to this customer's statement.
No - include this customer's account when printing statements.
Blank - assign a Hold status to the customer's statement, but do not print the customer's address on the statement.
Customer statements on Hold generate with regular statements; however,
the program segregates them to print at the beginning of the queue.
To track changes to this field, use the Customer
Activity Log.
To generate XML files automatically as part of EOD (End-of-Day) Also known as day-ending processing, an automated process you run at the end of a business day to update daily files.
and send them to the export paths (if any) specified above, check
the box at this field.
When generating XML statements for export to a shared drive during
End of Day, statements are not generated for customers whose Hold
Customer’s Statement field in Advanced
Customer Settings is set to Yes or Blank.
If you leave this field blank, you can still manually generate XML
files for export using the Print
a Customer's Revolving Statement and/or the Print
a Customer Statement routines, provided you specify valid export
paths above.
To the Attention ofEnter
the name of the person or department to which the statement for this customer
should be directed.
Revolving Statement Delivery Method
Use this field to indicate how this customer is to receive their revolving statements. The default for this field is Print. Choose from the following options:
Electronic - Select Electronic if this customer should receive their revolving statements electronically; when data is sent to a 3rd party vendor in order to generate the statement.
Print - Select Print if this customer should receive printed copies of the statement. This is the default setting.
Both - Select Both if this customer should receive their statements both printed and electronically.
Enter or edit the customer's date of birth. Note that to view and/or edit this field, you must have access via the Access other credit applications and score reporting field in the Extended Security settings. If a date of birth was entered on a credit application for this customer, the date displays here.
This field is mandatory if Require Date of Birth is selected
on the Customer tab in the Point
of Sale Control Settings.
Social Security NumberEnter
or edit the customer's social security number. Note that to view and/or
edit the full number and/or edit this field, you must have access via
the Access other credit applications
and score reporting field in the Extended
Security settings.
If a social security number was entered on a credit application for this
customer, the number displays here.
Driver
License NumberEnter or edit the customer's
driver license number.
Account number and finance provider code can only be entered for online financing providers. You can enter multiple Finance Account numbers and Finance Providers. Note that to edit these fields, you must have access via the View encrypted finance, credit card, check account numbers field in the Extended Security settings. Once you indicate the Finance Account and Finance Provider, click on Add.
Account NumberEnter
the account number assigned to this customer by the Finance Provider when
financing is approved. The format may vary according to the requirements
of the finance provider.
ProviderSelect
the corresponding Finance Provider code.
Each time you indicate a Finance Account and Finance Provider and then click the Add button, the grid updates. The grid lists the Finance Account numbers assigned to this customer and each corresponding Finance Provider who assigned an account to this customer.
Custom - If custom credit bureau application programming is active on your system, click on this option to access the plug-in program. For more information, contact STORIS.
Enter the date on which to inactivate this account. If you click
on the Calendar Icon,
a calendar appears from which you can select a date. The order-entry
routines check this field and reject new sales for this customer after
the date you enter here. However, the system continues to accept
payments to this account.
If Revolving Receivables is active on your system and ...
... you select a legal status that is marked "close account", the date of the edit appears here.
... this field is blank, if you assign a closed date to the customer, the date of the edit appears here.
... the customer has a closed date, you cannot update this field.
The customer merge details, if any, display for this customer. The merge status (recommended, pending, merged), user initials, customer name, and customer number are displayed.
ClassificationThis
is a 5 character, user defined, free text field that may be used to break
customers into logical groups. This field is used for reporting purposes
only.
Website PasswordIf using
the eSTORIS A set of applications that allows you to bring your STORIS system onto the World Wide Web to create a "virtual store". feature, enter this customer’s
service password here. Note that this password is not case-sensitive.
Customer
TypeThis field is used only
with the Trade/Designer
feature. To designate this customer as a Trade customer, indicate the
customer type code in this field.
Employee IDEnter a code to identify
this customer as an employee. This code may be used in reporting employee
accounts receivable balances, entering employee sales orders, etc.
This field is used to indicate to the finance company the preferred language to use when communicating with this customer.
If using online financing and the provider uses this setting, this field is updated when a preference is selected at the Language Preference field on the Main tab of the Wells-Fargo Finance Credit Application Screen or Capital One Credit Application.
If using the iCall STORIS' automated customer contact feature. Use this feature to translate order statuses and delivery scheduling updates into automated telephone messages to your customers.. module, use this field to indicate the language you want iCall to use when contacting this customer. You have the following options:
English
Spanish
To maintain a retail customer buy history record for this customer, check the box at this field. Otherwise, leave the field blank. If any of the following are true, we suggest you leave this box blank:
You use this customer code as an additional CASH customer for Sales Order Entry.
This customer is a mass buyer whose purchases will exceed the maximum frame limit set by the hardware and the operating system.
This customer is a store or warehouse location and the Type field is set to Store.
To exclude this customer from all mailing lists and eSTORIS emails, check this box. Otherwise, leave the box blank (the default setting).
You can also edit this field in eSTORIS via the Amend Customer Profile
option available on the My Account menu. In addition, the option to
join the mailing list also appears when you save out of an order.
Edits to the STORIS field reflect in eSTORIS, and vice versa.
If a customer's alert code is changed to a non-accrual (NA) status
via Maintain
Customer Balances, the system automatically checks the box at
this Do Not Solicit field, thus excluding the customer from all mailing
lists. If the customer is removed from bad debt status, you must manually
change the setting in this field if you want to include the customer
in mailing lists.
Do Not Accumulate
Reward PointsTo restrict this customer
from accumulating customer reward points, check the box. If you leave
the box blank, you allow this customer to participate in the Customer
Rewards feature.
This tab is only active if this customer has an eSTORIS account set up.
Reset PasswordIf this customer needs their password reset, check
this box and click save.
An e-mail is sent to this customer, it contains a link allowing them to
set up their new password and security question answers.
Check this box to lock this customer's access to their account on the web. Otherwise leave this box blank.
To edit this field, the user must have the proper security
set up in Update Customer's Web Lock in Create
a User/Group Actions - Receivables Security.
View Financial Information OnlineCheck
this box to allow this customer to view their financial information on
the web. Otherwise leave this box blank. If this box is checked
and you want to revoke their access, remove the check from this box.
Use this tab to enter additional information for the current customer. The active prompts that you defined via User Defined Settings are displayed in the first column of the grid on this screen. In the second column, you can enter responses to any of the prompts listed. In the third column, if there are predefined responses you can click the Select button to specify your response.
You can also use this screen to edit a response. Entries on this screen are for information only; no processing occurs based on this information.
The active user defined prompt codes that you established via User Defined Settings display in this column. Using the next column, you can enter responses to any or all of the settings displayed.
To enter a response to a setting, click in the response column of the corresponding setting and type the response to the setting. To edit a response, click inside the entry box in this column and type in the new response. When finished entering/editing responses to the settings, click the Save button to update.
Click on the Select button to specify a predefined response. If a predefined response does not exist you are warned that the response must be manually entered.