Follow up on customer management
As soon as all relevant information has been entered after creating the new Customer (CUS), it may be activated by using the Activate customer option in the context menu. After this the CUS will be active in the RamBase system and may be involved in a sales process. Click the Close customer option in the context menu to deactivate a customer.
As previously mentioned, all information entered on a CUS is set as default. This means that all documents created involving this CUS will contain this information. This does not however mean that the information is static. The field Payment terms, which defines the payment terms for the CUS in question, is a good example. If Payment terms is set to 15 days on the CUS, it will be set on all purchase orders from CUS as default. But if it is changed on the order itself, it will only apply for the order and not change in the default CUS settings.
If you want to change the payment terms, or any other settings permanently, you must perform this action in the CUS application.
In the CUS view you have access to all the customers information, and the ability to fill in or edit. General information, such as CUS name and address are shown permanently, as does the key figures shown in the top of the document. The key figures summarizes the periodical numbers for billing, booking, backlog, balance, overdue, payment terms and credit.
Use the Timeline area in the Overview tab to find documents connected to the customer. Select document types in the Document types field and period in the Period field. Click on the date to find all the selected document types from that specific date. In the Period field, Last year displays 12 months back from today's date.1 year ago displays documents from 12-24 months ago.
The Contacts tab displays contacts connected to the customer. It is possible to add/change Job title, Default phone and Default email directly in the CUS application.
The Shipping addresses tab displays all shipping addresses connected to the customer and the invoice address. It can only be one invoice address and it can not be deleted. Use the edit icon to change the addresses.
The Transactions tab enables you to find the customers transaction history, filtered by choice.
The Finance tab contains information regarding the customers transactions, reminders, due amounts, interests and pay statistics, with links to related documents.
The Collaboration tab is relevant when it comes to sales. It is possible to add notes and tasks by using the Add new icon in the Notes and Tasks tabs. Email communication is saved in the Emails tab. The Opportunities tab displays opportunities connected to the selected customer. Click the arrow button to right on the opportunity to open the Opportunity Details (OPPD) view of the selected opportunity connected to the customer.
In the Settings tab, it is possible to set and adjust the most common general settings, such as language, payment and delivery terms, in addition to which documents the CUS will receive. It also contains information regarding the CUS payment terms and other financial settings. The Sales and shipping folder can be said to contain logistics related information and settings. Here you may set the shipping details of the CUS if he wishes to have default settings. Click the Ship items with equal scheduled shipping date together check-box to make all items as unready until all items are ready for shipping.
When creating a Sales Order (COA) from a Sales Order Request (CPO), the COAITM will not inherit the price information from the CPOITM, but from the Article (ART) register. Expected Price from the CPOITM will be shown in the COAITM, and if there is a discrepancy between these, a warning will show.