Everything you need to know about customers
All information you need on customers
23 articles
- The Customer Records screenAn overview of the Customer Records screen, covering how to navigate, search, filter, and access customer data and related transactions
- Create a customer recordA step-by-step guide to creating a new customer record, including an overview of the Details, Terms, Settings, and Custom tabs
- Populate the Details tab for a customer recordA guide to completing the Details tab when creating or editing a customer record, covering the Summary, Preferred Contact Details, and Sort Keys sections.
- Populate the Terms tab for a customer recordA guide to completing the Terms tab on a customer record, covering how to set and manage trading terms including discounts, delivery charges, credit limits, and payment due dates.
- Populate the Settings tab for a customer recordA guide to completing the Settings tab on a customer record, covering transaction defaults, VAT types, bank details, direct debits, and additional configuration options such as, Head Office, and email…
- Populate the Custom tab for a customer recordA guide to populating the Custom tab on a customer record, covering the four custom field groups and how to add or update custom fields for new and existing customers.
- Create an any currency customerA guide to setting up an any currency customer, covering the steps for Home, EU, and Non-EU VAT types.
- Create a currency customerA guide to creating a currency customer in Dimensions Cloud, covering how VAT type drives currency selection and the steps for setting up EU and Non-EU currency customers.
- Customer Turnover Analysis explainedAn overview of the Turnover Analysis tab on a customer record, explaining how period values are calculated and how to filter the Sales Transactions enquiry to match the turnover figures.
- Search for a customer recordA guide to the different ways to search for customer records, covering column filters, the quick search field, and the Advanced Filter panel.
- Edit a customer recordA guide to editing an existing customer record by accessing it via the Code or Name hyperlink and updating the relevant fields.
- Delete an existing customer recordA guide to deleting one or more unused customer records, including the restriction that prevents deletion if the customer has been used in a transaction.
- Set a customer to be inactiveA guide to setting a customer record as inactive, including the conditions that must be met before a customer can be deactivated.
- Add a new credit control note for an existing customerA guide to adding credit control notes to an existing customer record via the Credit Control Notes tab.
- Set a customer to be head officeA guide to setting up a head office account, enabling a group of customers to place orders independently whilst being invoiced through a single head office customer record.
- Set up a head office and sub office relationshipA guide to linking a sub office customer to a head office account to establish a trading group relationship.
- Add multiple addresses for a customerA guide to managing customer addresses, covering how to add new addresses and set invoice, statement, delivery, and default delivery address types.
- Customise the displayed columns for the Customer Record ListA guide to customising the columns on the Customer Records screen, covering how to add, remove, and reorder columns using both the mouse and keyboard.
- View, upload, download, preview, and delete documents for customers in DebtorsA guide to managing documents against customer records, covering how to upload, view, preview, download, and delete documents from the Documents tab.
- Create, edit, and delete tasks and notes for customersA guide to creating, editing, and deleting tasks and notes against customer records using the Action Panel.
- Configure sort keys on the Details tab of a customer recordA guide to creating and managing sort keys on customer records, enabling more flexible searching and reporting.
- Set up a customer and supplier relationshipA guide to setting up a contra relationship between a customer and supplier record, allowing outstanding balances to be offset against each other.
- Access the Sales Transactions Enquiry directly from a customer