To add a new customer choose AR - Customers.  Clicking the blue plus sign immediately starts a new entry.

The customer settings have many fields, at minimum the Short Code and Name must be configured.

There are multiple tabs across the top that contain sections within Customer setup.

Tab Description

Main: Basic Demographics and Customer Settings

Groups: Groups for reporting are added here

Accounting Info: Details for the accounting settings, such as terms

Customer Sites:Lists the customer sites for this customer

Web Logins: Used to setup web order entry

Contacts: Used to define certain contacts and the use

Documents: Links to saved documents for the customer.  This is only shown when Document Imaging is enabled.

Main Tab

This contains basic information for the customer.  The fields that are more unique are defined below

Short Code: This is similar to an account code.  It groups customers and customer sites together.  This can be changed at any time and all existing history will update automatically

Price Level:  This is the default price level a customer and all customer sites are assigned.  

Company Site:  For users with more than one facility this allows the defalt facility to be set.

DUNS: This is the DUNS number assigned to the customer

DUNS+4: For customers using the DUNS+4 this is the unique location’s +4

EDI Reference: Used for certain EDI transactions.  Leave this field blank unless you are setting up EDI for a customer.  If so, Anovys will assist you with this field.

Accounting Tab

The accounting tab has information about the financial relationship with a customer.  This is for every customer site that is a part of this customer.

Group Tab

The groups tab allows the user to group customers by multiple different groups.  These are maintained under customer groups and any number can be added to a customer.

Adding a Customer Site

A customer site is the location that receives an actual order. All customers have at least one customer site.  To add a customer site choose the Customer Sites tab and choose Add New Customer Site

Many of these fields are similar to the customer setup and function the same way.  At minimum the Short Code and Name must be configured.

Tab Description

Main: Basic Demographics and Customer Settings

Groups: Groups for reporting are added here

Accounting Info: Details for the accounting settings, such as terms

Locality: Tax settings for the customer site

Web Logins: Used to setup web order entry

Contacts: Used to define certain contacts and the use

Documents: Links to saved documents for the customer

Delivery: This is where details for the delivery are stored

EDI Details:  Settings related to EDI transactions for this customer site

Mobile Delivery: Settings related to the drivers