|
|
| (8 intermediate revisions by the same user not shown) |
| Line 1: |
Line 1: |
| − | {{DISPLAYTITLE: Customer Details}}
| |
| − | = Overview =
| |
| − | To access this screen:
| |
| | | | |
| − | Nav: '''Customer > List'''
| + | =This Content Has Moved House= |
| | | | |
| − | Click on the ID of a customer. Click the '''Details''' tab. The '''Customer > Details''' tab provides a way for users to view and edit the main billing and account information for an end user.
| + | This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. |
| | | | |
| − | There are 6 sub tabs that may display based on your company's subscription to Emersion.
| + | We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home. |
| | + | |
| | + | [https://resources.emersion.com/display/EKB/Cost+Centre+Default+Key Take me to the Emersion Knowledge Base article] |
| | | | |
| − | * Profile (Account Profile)
| + | [[file:new_home_sm.jpg|900px]] |
| − | * Delivery address
| |
| − | * Trading terms
| |
| − | * Early discount
| |
| − | * Late fee
| |
| − | * Late fee Invoice Ages
| |
| − | | |
| − | == Editing Customer Details ==
| |
| − | | |
| − | 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.
| |
| − | | |
| − | You can find the field definitions for this page in the [[Account/AccountCreation|article on how to create a customer]].
| |
| − | | |
| − | == Profile ==
| |
| − | The profile sub tab displays the customer's [[Account Management/Account Profiles|account profile]]. To edit it:
| |
| − | | |
| − | # Click the '''Edit Account Profile''' button.
| |
| − | # Choose a different account profile.
| |
| − | # Press '''Save'''.
| |
| − | | |
| − | == Delivery Address ==
| |
| − | The Delivery Address sub tab is opened in EDIT mode where users can nominate a delivery address.
| |
| − | | |
| − | If the delivery address is the same as the address of the primary contact, tick the '''Same as Primary Contact''' box.
| |
| − | | |
| − | Otherwise, complete the address fields and when you are done, press '''Submit'''.
| |
| − | | |
| − | == Trading Terms ==
| |
| − | The Trading Terms sub tab displays information pertaining to some of the billing settings for the customer.
| |
| − | | |
| − | To edit the trading terms, click the '''Edit Trading Terms''' button. When you are finished, press the '''Save Trading Terms''' button.
| |
| − | | |
| − | You can find the field definitions for the following fields in the [[Account/AccountCreation|article on how to create a customer]].
| |
| − | | |
| − | * Invoice Due Days (named 'Trading Due Days' in the above article)
| |
| − | * Credit Limit ($)
| |
| − | * Unbilled Credit Alerts ($)
| |
| − | * Period Length Months (1-36)
| |
| − | * Align Pkgs To Acct
| |
| − | | |
| − | Other fields are:
| |
| − | | |
| − | ;Current Invoice Period
| |
| − | This is a read only field and displays the customer's current invoice period.
| |
| − | | |
| − | ;Trading Review Last
| |
| − | A field where users can enter a date for the trading terms was last reviewed. This can be used in reporting.
| |
| − | | |
| − | ;Next Review
| |
| − | A field where users can enter a date for the trading terms to be reviewed in the future. This can be used in reporting.
| |
| − | | |
| − | == Early Discount ==
| |
| − | This sub tab shows the customer's settings for the [[Admin/Early_Payment_Discount_and_Late_Payment_Fees|Early Payment Discount]] feature.
| |
| − | | |
| − | To override the default settings, or change the settings for the customer, click the '''Edit''' button to put the page into EDIT mode.
| |
| − | | |
| − | ;Status
| |
| − | There are three status to choose from:
| |
| − | * '''Inherit''' means the early payment discount settings for the customer are being adopted from provider's default settings.
| |
| − | * '''Disable''' will not apply any early payment discount, regardless of the default settings.
| |
| − | * '''Enable''' will turn on the early payment discount feature. The user will then need to provide the additional information.
| |
| − | | |
| − | Configuration of these settings is covered in the article on [[Admin/Early_Payment_Discount_and_Late_Payment_Fees|early payment discount and late payment fees]].
| |
| − | | |
| − | == Late Fee ==
| |
| − | This sub tab shows the customer's settings for the [[Admin/Early_Payment_Discount_and_Late_Payment_Fees#Late_Payment_Fee_On_Complete_Payment_of_Invoice|Late Payment Fee (On Complete Payment of Invoice) feature]].
| |
| − | | |
| − | To override the default settings, or change the settings for the customer, click the '''Edit''' button to put the page into EDIT mode.
| |
| − | | |
| − | ;Status
| |
| − | There are three status to choose from:
| |
| − | * '''Inherit''' means the late payment fee settings for the customer are being adopted from provider's default settings.
| |
| − | * '''Disable''' will not apply any late payment fee, regardless of the default settings.
| |
| − | * '''Enable''' will turn on the late payment fee feature. The user will then need to provide the additional information.
| |
| − | | |
| − | Configuration of these settings is covered in the article on [[Admin/Early_Payment_Discount_and_Late_Payment_Fees|early payment discount and late payment fees]].
| |
| − | | |
| − | == Late Fee - Invoice Ages ==
| |
| − | This sub tab shows the customer's settings for the [[Admin/Early_Payment_Discount_and_Late_Payment_Fees#Late_Payment_Fee_On_Overdue_Invoice|Late Payment Fee (On Overdue Invoice)]].
| |
| − | | |
| − | To override the default settings, or change the settings for the customer, click the '''Edit''' button to put the page into EDIT mode.
| |
| − | | |
| − | ;Status
| |
| − | There are three status to choose from:
| |
| − | * '''Inherit''' means the late payment fee settings for the customer are being adopted from provider's default settings.
| |
| − | * '''Disable''' will not apply any late payment fee, regardless of the default settings.
| |
| − | * '''Enable''' will turn on the late payment fee feature. The user will then need to provide the additional information.
| |
| − | | |
| − | Configuration of these settings is covered in the article on [[Admin/Early_Payment_Discount_and_Late_Payment_Fees|early payment discount and late payment fees]].
| |
| − | | |
| − | == Access Fee Bulk Price Override ==
| |
| − | This tab relates to the application of the '''Access Fee Bulk Price Override''' feature. Please see the articles on this feature for detailed information.
| |
