Customer Settings
Access
Tabs: General, Point of Sale
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 caution when assigning customer numbers. New customers created on-the-fly during sales order entry are automatically assigned 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.
The Receivables and Advanced tabs are not accessible via this routine. To access those tabs, use the Advanced Customer Settings. You can also view the tabs via the View Advanced Customer Settings routine.
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.
General
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 Contact If 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.
PrefixEnter the appropriate prefix for this customer (e.g. Dr., Ms., Mr., etc.). The activation of this field is controlled by the Point of Sale Control Settings (Sales Order ACF), Customer Name Prompts.
First NameThis 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.
Last NameThis 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.
SuffixEnter the appropriate degrees, numerals, or professional status. The activation of this field is controlled by the Point of Sale Control Settings (Sales Order ACF), Customer Name Prompts.
Address 1Enter the first line of this customer's address.
Address 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.
Zip Code
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.
State
Home Phone
Work PhoneEnter this customer's work telephone number, including area code.
Work ExtensionEnter this customer's telephone extension for their work phone number.
Cell PhoneEnter this customer’s cellular phone number, including area code.
Primary Email Address
You 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 is not used by any STORIS process; it is for informational purposes only.Additional Email AddressYou 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 is not used by any STORIS process; it is for informational purposes only.
Charge Sales TaxTo charge sales tax to this customer, check the box. If you leave this field blank, your company may want to enter this customer's sales tax number in the Tax Exempt ID Number field.
Charge National Sales TaxTo charge national sales tax to orders for this customer, check the box. To exempt the customer from national sales tax, leave the box blank.
The field is active only if the National Tax feature is active on your system. The field defaults to "checked".
TaxThis 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. ExemptUse this field to enter the tax-exempt ID number (if any) for the selected customer. That is, you may want to record 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 Tax IDThis field is used with the Alternate Tax Interface to Vertex. It displays the 10-digit code assigned to the taxing area based on the customer's address and zip code. Vertex references this number when determining which 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.
Point of Sale
Store Assignment
Delivery InstructionsEnter any special instructions for goods you deliver 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 to be followed when delivering goods to 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.
Pricing and Commissions
Price CategoryEnter the code of the price category 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.
Commission CategoryIf 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.
Commission PercentIf 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.
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.
Salesperson 1 PercentIf 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.
Salesperson 2 PercentIf 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.