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Customers

The Customers section of the program can be used to add to the list of customer records and to edit existing customer information. There are a few different ways to access Customers. For instance, when creating a customer order, the program will connect you to the Customers window when you are adding the customer’s information to the order. You will be able to change the list of customers during order entry, even though you are putting in an order at the same time.

In the Naviteer Broker edition, you will not be be receiving payment from the customers since, you are paid a commission from the Principal (Manufacturer or Distributor) you are representing.

In the Naviteer Distributor edition you can receive payments from either the customer or the principal.

Here is the customer screen from the Naviteer distributor edition.

Here is the customer screen from the Naviteer Broker edition.

Parts of the Customers Window

The browse table includes all the customers in alphabetical order by company name. The table can be organized by columns other than Company as well. Some of the parts of the Customers window have their own sections of explanation, such as the Search Wizard and Send To. For common buttons such as Add and Change, see Common Buttons.

At the bottom left is a count of the customers listed in the table.

At the top right is a check box that allows you to include inactive customers in the browse table. The count of customers in the bottom right increases if the inactive customers are added to the table. There are two ways to set a customer as inactive: (1) Highlight the customer record with a single click and then click or (2) highlight the customer record, click and switch the customer’s status to Inactive using the radio button under the Customer tab.

The Default Shipping Address and Associated Billing Address are listed for the highlighted customer record. You can change these addresses under the Bill/Ship Addresses tab when changing or adding a customer.

The Credit Limit Check uses the information provided for the credit limit to calculate the customer’s available credit. Open invoices and open orders count against the available credit. When the Credit Limit Check window is open, the information can be printed using the pause key on your keyboard, which generates a printable and e-mail friendly version of the window.

Clicking Print in the Customers window gives you options for which details to include in your printed information about the customer, such as contact information, notes, and attachments. Once you have selected the options, the regular print preview window will open.

The Top Ten Products button gives you the option to base a graph on Quantity or Dollar amount for the highlighted customer. Once you have selected one of those, the Top Ten Product Sales window opens, and you can adjust the date range for the graph at the bottom of the window.

The Order History button opens a window that resembles the Customer Orders window in set up. The entries are viewable, but cannot be changed, and the table includes a tab to view sample orders as well. From here you can print the sales memos, order confirmations, and invoices related to each order.

The Contract History button opens a window that allows you to view contracts and resembles the Customer Contracts window, but the entries cannot be changed here, only viewed.

Customer Entry

	Company Information
	Standard Company information is entered here.

	Assigned Sales People
	Two sales people can be assigned to each customer. This is sometimes an outside and inside sales rep.

Default Addresses

Pressing this button creates the default billing and shipping addresses from the information above. You can go to Bill/Ship To tab to add others or change the defaults.

Price level is the initial level of pricing for this customer for all products.

	Tabs
	Each tab has additional information related to the selected customer.

	Regions
	Regions are areas used to group customers. This is used in various parts of the program.

Accounting

Accounts Receivable and other information is added under this tab.

Each customer can be assigned a credit term and credit limit. If the limit is reached during order processing program will pop up a warning.

The customer A/P person is added here and triggers are entered for what is considered past due.

Principal Specific Payment Terms

A customer can have payment terms that are specific to the supplier (principal). Some suppliers will allow Net 30 and other maybe Net 90.

Bill/Ship Addresses

All addresses for the company are added here. One of each can be checked as the default and will automatically be used during order entry. Another address can be selected during the order entry.

Customer Order Notes

The Customer Order Notes tab is for adding the notes to all the orders for the customer. When you enter information in the memo field The Customer Order Notes will inherit these notes, you will be able to include that information in the print notes of orders for that customer. If you enter notes in the Multi-Select Order Notes memo field, you will be able to select these notes for specific orders for the customer. When adding a customer order, once you select a customer that has notes in the top section, a window pops up asking if you want to use the Customer’s Default Shipping Notes.

Product Pricing

In the Product Defaults Tab, you can assign products to the customer by clicking Add.

When searching for the principal product, select the principal connected to the highlighted product using Select from the upper table. You will need to type in the Customer Product Code manually. It is not required for this tab to be filled out in order to sell products to customers.

Sell Price, Price Level, % Discount and Discount Amount can be assigned to this customer specific product. The values entered in this area will carryover to the order.

Attachments

In the Attachments tab, you can scan and add attachments or add existing files to the customer’s information. (See instructions for attachments.)

Once you have entered all the information for the customer, click Save.