The Customers module serves as your central address book for all client-related information within Zedonk. This essential module allows you to manage a comprehensive profile for each customer, encompassing vital details such as payment terms, store, shipping and delivery addresses, accounts addresses, and all relevant contacts. By consolidating this data, the Customers module ensures streamlined order processing and efficient client management.
Select [New Customer]
Enter the Customer Name
The customer's name must be unique in Zedonk.
Enter Customer General Details
- Account Code - enter a unique identifier code (this might be used as a Customer Identifier in another system, for example, Joor)
- Account Manager - select the Account Manager. You must create a list of your Account Managers in the System Settings, see: Customer Settings - Customer Account Manager
- Type - select between the 'Wholesale' and 'Consignment'. If retail orders are enabled on your system, you will also have the 'Retail' option available.
- Category - select Category. You must create a list of your Customer Categories in the System Settings, see: Customer Categories
- Price List - Zedonk will display the Price List linked to the Customer Category: Wholesale, RRP or Cost.
- Territory - select from the territories. You must create a list of your Territories in the System Settings, see: Customer Territories
- Priority - select priority. You must create a list of your Priorities in the System Settings, see Customer Priorities
- On Hold Status - select a customer on hold status. For further information, see Customer On-Hold Status
- Website - enter the customer's Website.
- Buying Office - enter the customer's Buying Office.
- Customer Bank Details - enter the customer's Bank Details.
- Order Customer Ref - enter the customer's Vendor number and/or a Department Number.
- Shipping Terms - select from a list of Shipping Terms. For further information, see Customer Settings - Shipping Terms.
- Order Comments - enter comments that will automatically appear on all new sales order documents.
- Signature on Order - Select Yes if you want a specific line on this client's Sales Order for a signature.
- PF Export Declaration - Select an Export Declaration to populate on your Proforma Invoices. For more information, see: Proforma
- IN Export Declaration - Select an Export Declaration to populate on your Export Invoices. For more information on setting these: Invoice
- EDI Customer - Tick the box if the client is using Electronic Data Interchange (EDI).
- Status - This customer is marked ACTIVE. Deselect the 'Active' flag to remove this customer from your records.