Customers Edit View
Overview
Customers and clients are the people or organisations that purchase goods or services from a business. In BOS Professional, the term customer is used and includes clients.
Organisations can have an unlimited number of customer records.
Edit View refers to the interface from which new customer records are created, or existing records are edited.
Buttons Explained
| Button | Description |
|---|---|
| Arrows | Navigates between customer records. |
| Output | Unavailable. |
| New | Opens an interface to create a new customer record. |
| Delete | Deletes the record. |
| Save | Saves any changes. |
| Actions |
|
| Menu > View Changelog | Opens the change log. |
| Close | Closes the Edit Customer popup. |
Header Explained
| Field | Description |
|---|---|
| Company | Enter the customer's trade name. |
| Reg. Name | Enter the registered name of the customer. |
| Category | A dropdown list of Customer Categories to select one. |
| Region | A dropdown list of regions to select one. |
| Rep | A dropdown list of reps to select one. |
| VAT No. | Enter the customer's VAT Registration number. |
| Telephone | Enter the customer's phone number. |
| Postal Address | Enter the customer's postal address. |
| Delivery Address (Default) |
|
| Note | Enter a note. |
Tabs Explained
Contacts (tab) Explained
Info
The Contacts tab only displays information. The details can be edited by double-clicking an entry.
| Tab | Description |
|---|---|
| Add Contact (button) | Opens a popup form with three tabs (Detail, User Fields, Notes) to create a new contact. |
| Field Chooser (*) | Lets you add or remove columns. |
| ID | The system-generated number for the contact. |
| Status | The contact's status: Active or Inactive. To change it, double-click the contact and select a status from the Active dropdown list on the popup. An inactive contact still shows on historic transactions but cannot be added to current transactions. |
| Name | The full name of the contact. |
| Position | The contact's position. |
| Tel | The contact's phone number. |
| Mobile | The contact's mobile phone number. |
| The contact's email address number. | |
| Menu (...) | A submenu that can also be accessed by right-clicking an entry with the following options:
|
Street Addresses (tab) Explained
| Tab | Description |
|---|---|
| Add Street Address (button) | Opens a row for a new address to be entered. |
| Lookup | Enter the name for the address (e.g. Factory, Office). |
| Line1 | Enter the first line of the street address. |
| Line2 | Enter the second line of the street address. |
| City | Enter the city. |
| State/Province | Enter the state or province. |
| Code | Enter the postal code. |
| Country | Enter the country. |
| Default | Select the address's default type:
|
| Address |
|
| Menu (...) | Click the last column to display an X. Click the X to delete the address. |
| Right-click menu | Copy Address: Creates a copy of the selected address for the same customer. The copy's Lookup ends in "(Copy)" and it is not a default address. |
Accounting (tab) Explained
| Field | Description |
|---|---|
| Status | Select one of these statuses:
|
| Contact (Accounts) | A dropdown list of contact people added on the Contacts tab to select the person to contact for accounts. |
| Contact (Statement) | A dropdown list of contact people added on the Contacts tab to select the person to send the statement to. If a contact is not selected here, statements are sent to the Accounts contact person. |
| Reg. No. | The organisation's registration number or individual's identity number. |
| Account No. | An account number which can also be generated by clicking the three ellipses on the right. |
| Vendor No. | Enter a vendor number. |
| Credit Terms | A dropdown list of Credit Terms to select one. |
| Credit App. | A calendar to select the date of the credit application. |
| Secured limit | Enter the credit limit that is secured. |
| Approved limit | Enter the full credit limit which includes the secured limit and any unsecured limit. |
| Deposit % | Enter the deposit percentage the customer must pay. |
| Est. MU % | Enter a number that represents the percentage markup applied to standard estimates (e.g. 23 for 23%). |
| Est. Com | Enter the estimated amount of commission paid. The percentage is applied to the selection from the adjacent dropdown list. The options are:
|
| Item Adj % | Enter a number that represents the percentage added to an item's price. The number can be positive (e.g. 5 for 5%) or negative (e.g. -5 for -5%). |
| Price List | A dropdown list of all Price Lists to select one. |
| Access Allowed Checkboxes | The following features are available to the customer, if checked: If a checkbox is unchecked, you cannot select the customer on that type of transaction or copy a transaction to it for the customer, and the message "The selected Customer does not have access to …" appears (see Warnings and Troubleshooting). |
| VAT Type | A dropdown list of VAT Types to select one. |
| VAT No. | Enter the customer's VAT Registration number. |
| Currency | A dropdown list of all the allowed currencies to select one. |
| Warning (Displays in Customer Transactions) |
|
e-Invoicing (tab) Explained
The Customer's details for the e-invoicing (UAE) export (see How to Export E-Invoices (UAE)). The dropdown lists offer the values already entered on other customers; you can also enter a new value.
| Field | Description |
|---|---|
| Trade License |
|
| Tax Registration |
|
| e-Invoicing |
|
Attachments (tab) Explained
Info
The Attachments tab only displays information. The details can be edited by double-clicking an entry.
| Tab | Description |
|---|---|
| Add Attachment (button) | Opens a popup from which a URL can be inserted, or a file can be chosen to add as an attachment. |
| Field Chooser (*) | Lets you add or remove columns. |
| Status | Displays the status of the attachment which can be Pending, Active or Expired. |
| Description | The attachment's description. |
| Type | The type of attachment. The available types are:
|
| Expires | The expiry date selected for the attachment. |
| Issued | The issued date selected for the attachment. |
| Reminder | The reminder date selected for the attachment. |
| Date | The date on which the attachment was created. |
| User | The user who created the attachment. |
| Menu (...) | A submenu that can also be accessed by right-clicking an entry with the following options:
|
Budgets (tab) Explained
Buttons and Date Options
| Button | Description |
|---|---|
| Set | Select:
|
| Arrows | Adjusts the date in the direction of the arrow. |
| View (button) | Displays the budget. |
| Batch Update - Budget |
|
| Add (button) | Adds a row that can be completed. |
| Arrow on Add (button) |
|
Fields
Info
Fields marked in green (✎) can be edited.
| Field | Description |
|---|---|
| Field Chooser (*) | Lets you add or remove columns. |
| ID | The system-generated number for the budget entry. |
| Start | The date on which the budget starts. |
| End | The date on which the budget ends. |
| Budget | An editable field for the budgeted amount. |
| Actual | Prefilled from data. Displays the actual amounts. |
| % |
|
| Menu (...) | Click the last column to display an X. Click the X to delete the budget. |
User Fields (tab) Explained
Info
Additional information can be captured by creating user fields.
- User Fields can be created here: Main Menu > Setup > Settings & Defaults > User Fields (tab). Select the following module from the dropdown list: Customers (ID = 0).
- If user fields are created for the module, they appear on this tab.