Creating Customers

Create Customers in Bevica Select. Covers addresses, contacts, dimensions, payment terms, posting groups, and best-practice data entry.

Customer setup drives defaults across sales and reporting.

Use this page as a checklist for the fields you should review.

Key fields for customer records

These are the key fields to populate when creating new customers:

General FastTab

• No.: This will be defaulted or you can type your own, depending on how your number series is set up. Note that once you have paid reserves against a customer you are unable to change the value in this field.
• Name
• Credit Limit. Note that a 0 credit limit is unlimited.
• Credit Status: Set this to Credit Held if you would like all orders to be credit held for this customer. See Credit Held Orders
• Blocked:

  Ship - you are unable to ship orders.

  Invoice - you are unable to ship or invoice orders.

  All - you are unable to post any transactions against the account.
• Salesperson

Address and Contact FastTab

• All applicable fields

AWRS FastTab

• All applicable fields

Invoicing FastTab

• VAT Registration No.
• EORI Number (Economic Operator Registration and Identification)
• GLN (Global Location Number)
• Gen Bus Posting Group
• VAT Bus Posting Group
• Customer Posting Group
• Currency Code

Payments FastTab

• Payment Terms Code
• Print Statements: You can use this field if you only print statements for some customers. Set this for those customers you want to send statements to.

Shipping FastTab

• Location Code: Populate if you always sell stock to this customer from a specific location. This will be defaulted onto Sales Orders.
• Shipping Agent: Populate if you always use the same shipping agent when selling stock to this customer. This will be defaulted onto Sales Orders.
• Shipping Agent Service: Populate if you always use the same shipping agent service when selling stock to this customer. This will be defaulted onto Sales Orders.

Contra Balances FastTab

• Vendor No.: Populate this if there is a vendor record for the same company and you would like to use the contra functionality. See Contra Balances

Other records to populate when creating customers

In addition to the fields on the customer record, you should think about the following:

Dimensions

• From the Customer Card, select Customer from the ribbon and then Dimensions. Populate any relevant dimensions e.g. Customer Group.

Ship-to Addresses

• From the Customer Card, select Customer from the ribbon and then Ship-to Addresses. Create any delivery addresses for that customer.

Document Layouts

• From the Customer Card, select Customer from the ribbon and then Document Layouts.
• A Document Layout record will need to be created if you are emailing the customer a statement.
• A Document Layout record will need to be created if you need to email an order confirmation, invoice, quote or credit memo to an email address other than the email address on the customer record.
• See Controlling Email Addresses Documents are Sent To for further information

Comments

• From the Customer Card, select Customer from the ribbon and then Comments.
• See Sales Comments for further information.