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Populate the Details tab for a customer record

A guide to completing the Details tab when creating or editing a customer record, covering the Summary, Preferred Contact Details, and Sort Keys sections.

Updated over 2 weeks ago

The Details tab is the default tab that opens when creating a new customer or editing an existing one which holds contact and user definable information.

To populate the details tab for a new customer:

  1. Click Debtors then Customers then click + New Record.

  2. The Details tab opens containing three different sections:

    • Summary

    • Preferred Contact Details

    • Sort Key

Each section is explained below:

Section

Description

Summary

  • You can enter the code which has 10 alphanumeric characters if you don't have automatic customer code number set and the name which has 40 alphanumeric characters, special characters included.

  • You can set a customer to be on stop by toggling the On Stop button to Yes.

    • A customer record on stop can still be used on transactions, but a warning message appears that the customer is on stop and shouldn't be traded with. It is then up to the user's discretion to decide to continue with the transaction or select another customer record.

Preferred Contact Details

  • You can enter the preferred contact address for your customer.

    • The Postcode field is placed above the address as this will link in the future with an address finder.

  • This address is set as the default address and is flagged as the Invoice, Statement, Delivery, and the Default Delivery until you add more addresses and set them up the way it suits your business. The address is the address that is going to be used as the Order Address when you create a Sales Order. For further support on the different types of addresses, follow our article on multiple addresses.

  • The County and Country field defaults to blank on a new database, but will save new records added.

    • You can enter new records at any time which will be saved together with the customer record so you will be able to select this record in the future from the list.

Sort Keys

  • This section is made up of user definable keys for sorting and subtotalling.

  • These fields can be configured by you if your system permissions allow, or you can select from the provided list.

  • Open the list and select the relevant option to assign to your customer.

  • You can also type in a sort key which isn't saved to the existing sort keys and is only valid for the customer that you add it in for. For further information on sort keys, please follow our article on sort keys.

Related Articles
Configure sort keys on the Details tab of a customer record
Populate the Custom tab for a customer record
Populate the Custom tab for a supplier record
Populate the Details Tab for a nominal account record
Populate the Details tab for a supplier record
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