Field or button
Description
This is the number used to identify the customer.
Select this option if you are creating a customer template. For more information on creating templates, please refer to Create or modify a customer template.
Note: The only time the Template check box is available is when you are creating a new customer record.
This is the name of the customer.
This is the bill to address.
This is the city of the bill to address.
This is the state of the bill to address.
This is the ZIP code of the bill to address.
This is the phone number for the bill to address.
This is the fax number for the bill to address.
If the customer is a prospect and is not currently doing business with you, select this option.
If the customer is currently doing business with you, select this option.
If the customer is a web customer (that is, if the customer orders from an e-commerce web site such as Vendere), select this option. Then if information is added or changed on the Customer Maintenance tab for this customer, the customer data will be uploaded to the e-commerce system.
This field identifies the customer's main competitor.
This the date that your customer first started doing business with your company.
Select each of the companies from which this customer purchases products. At least one company must be chosen. Vision uses the following types of check boxes and images to identify the status of a company:
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Not selected |
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Selected but not saved |
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Selected and associated with a ship to location, but not saved |
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Selected and saved (A company with this locked image next to it cannot be unselected.) |
This is the company identification that this customer is associated with.
This field holds the five-digit numeric code that relates to the various tax rates set up for your company in Tax Rate Maintenance. When an order is entered, the system looks here to verify the correct tax jurisdiction of the customer. This option determines how you want to sort your tax reports.
You can select the Customer Class from the choices available via the drop-down list. These choices are entered through Customer Class Maintenance.
Customer class is used in profitability reporting to define market segments. Profitability reporting is done in Vision Back Office. For more information, refer to Profit and Productivity Analysis.
Select a customer type from the drop-down list. These choices are created in Customer Type Maintenance.
Customer type is used to generate the following reports in Vision Back Office:
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12-Month Sales History (For more information, refer to 12-Month Sales History.)
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Rebate Customer Monthly Sales Listing
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Top 100 Accounts — Grouped by Customer (For more information, refer to Top 100 Accounts — Grouped by Customer.)
This field designates what kind of CRM customer this is.
This is the name of your primary contact for this customer.
This is the phone number of your primary contact.
If your primary contact has an extension, enter that information here.
This is the email address for your primary contact.
This field identifies the sales rep for this customer.
This field identifies the customer service representative for this customer.
To initiate Cash On Delivery logic for this customer's orders, select this option. For COD orders, when the release is verified, a COD invoice is printed immediately. This invoice can be taken with the delivery of the merchandise. The system prints "COD" on your driver's manifest document so that the driver is alerted that the shipment is to be cash on delivery.
If you select this option, the customer can receive a flyer as part of his or her order, provided the following are true:
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A flyer is identified in the Flyer Product field. (To view the Flyer Product field, click the Vision Configuration tab, then click the Company button. The field is on the Order tab.)
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The order meets or exceeds the amount stored in the Flyer Amount field. (To view the Flyer Amount field, click the Vision Configuration tab, then click the Company button. The field is on the Order tab.)
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The customer has not received a flyer since the last End-of-Month was run. (In other words, customers can receive flyers only once per month.)
If you do not select this option, the customer will not be eligible to receive the flyer.
If you select this option, the customer can receive a free gift as part of his or her order, provided the following are true:
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A gift is identified in the Gift Product field. (To view the Gift Product field, click the Vision Configuration tab, then click the Company button. The field is on the Order tab.)
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The order meets or exceeds the amount stored in the Gift Amount field. (To view the Gift Amount field, click the Vision Configuration tab, then click the Company button. The field is on the Order tab.)
If do not select this option, the customer will not be eligible to receive the free gift.
This is the ship to that will be used as the default for this customer.
Any default special instructions that you want added in Customer Service and printed on the pick ticket must be typed here. The limit for this field is 25 characters.
This field can be used to mark an account for special handling when interaction with the customer occurs during any Customer Service activity. These notes then appear after the validation of the customer in Customer Service.
Select the appropriate credit card type. The options are set up in Credit Card Maintenance.
This field contains the encrypted Credit Card number. Authorized users see the actual number when selecting this field. If the field is blank, enter a valid credit card number up to 20 digits.
Enter the expiration date of the credit card (use the format MM/YY).
Click this button to copy the customer template currently displayed on this screen into a new customer or prospect record. For more information, please refer to Add a new customer or prospect based on a template.
Note: The Copy button is available only if the Template check box is selected.
Click this button to save any changes that you have made.
Click this button if you do not wish to save the changes that you made, and you wish to revert to your previous information.