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| − | {{DISPLAYTITLE: Customer Details}}
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| − | = Overview =
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| − | The '''Customer > Details''' tab provides a way for users to view and edit the main billing and account information for an end user.
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| − | There are 6 sub tabs that may display based on your company's subscription to Emersion.
| + | =This Content Has Moved House= |
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| − | * Profile (Account Profile)
| + | This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. |
| − | * Delivery address
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| − | * Trading terms
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| − | * Early discount
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| − | * Late fee
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| − | * Late fee Invoice Ages
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| − | == Editing Customer Details ==
| + | We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home. |
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| | + | [https://resources.emersion.com/display/EKB/Cost+Centre+Default+Key Take me to the Emersion Knowledge Base article] |
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| − | To edit any of the account details in the main Customer > Details tab, click the '''Edit Account Summary''' button. When you are finished, press the '''Save Account Summary''' button.
| + | [[file:new_home_sm.jpg|900px]] |
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| − | You can find the field definitions for this page in the [[Account/AccountCreation|article on how to create a customer]].
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| − | == Profile ==
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| − | The profile sub tab displays the customer's [[Account Management/Account Profiles|account profile]]. To edit it:
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| − | # Click the '''Edit Account Profile''' button.
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| − | # Choose a different account profile.
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| − | # Press '''Save'''.
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| − | == Delivery Address ==
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| − | The Delivery Address sub tab is opened in EDIT mode where users can nominate a delivery address.
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| − | If the delivery address is the same as the address of the primary contact, tick the '''Same as Primary Contact''' box.
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| − | Otherwise, complete the address fields and when you are done, press '''Submit'''.
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| − | == Trading Terms ==
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| − | The Trading Terms sub tab displays information pertaining to some of the billing settings for the customer.
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| − | To edit the trading terms, click the '''Edit Trading Terms''' button. When you are finished, press the '''Save Trading Terms''' button.
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| − | You can find the field definitions for the following fields in the [[Account/AccountCreation|article on how to create a customer]].
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| − | * Invoice Due Days (named 'Trading Due Days' in the above article)
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| − | * Credit Limit ($)
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| − | * Unbilled Credit Alerts ($)
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| − | * Period Length Months (1-36)
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| − | * Align Pkgs To Acct
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| − | Other fields are:
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| − | ;Current Invoice Period
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| − | This is a read only field and displays the customer's current invoice period.
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| − | ;Trading Review Last
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| − | A field where users can enter a date for the trading terms was last reviewed. This can be used in reporting.
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| − | ;Next Review
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| − | A field where users can enter a date for the trading terms to be reviewed in the future. This can be used in reporting.
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This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
