Customers
Forms
OVERVIEW: This section guides Users to add, edit, find, and view Customers. The Customers module is used to allow quick access to shared Customer information.
ADD: Click on the New Customer button, or right-click and select New Customer from the context menu.
EDIT: Double-click on an entry to open the Customer Details form.
DELETE: Right-click on an entry and select Delete from the context menu.
Salespersons
Name of the Employee who oversees the Customer account.
Employees are administered in the Manage Employees form.
Double-click on an entry to view the Employee Details form.
Sale Status Filters
Support
Accounts
New Customer
Click this button to create a Customer entry.
This will open the Customer Details form.
OVERVIEW: This section guides Users to view and edit Customer Details.
Details
Customer Details
Picture: The Customer's logo or an image that represents them.
Name: The name of the Customer.
Address: The address where the Customer is located.
Addresses are administered in the Manage Addresses form.
To assign a address, click on the button. Then click on the button to view details of the selected address.
Status: Select a Customer Status from the drop-down list.
Statuses are administered in the Customer Statuses form.
Company Code: Assign a code to the Customer.
Parent Company: If the Customer is overseen by a Parent Company, enter the name in this cell.
Customer Web: The Customer's Website address.
Sales Details
Market Region: Select a Market Region from the drop-down list.
Market Regions are administered in the Market Regions form.
Sales Region: Select a Sales Region from the drop-down list.
Sales Regions are administered in the Sales Regions form.
Ind. Segment: Select an Industry Segment from the drop-down list.
Industry Segments are administered in the Manage Industry Segments form.
Terms: If applicable, set out Payment Terms for the Customer.
Credit: If applicable, set out Credit guidelines for the Customer.
Salesperson: The Employee overseeing the Customer account.
Employees are administered in the Manage Employees form.
Click on the button to view details on the selected person, or click on the button to find another employee.
Notes: Displays notes entered for the Customer.
Notes
ADD: Right-click and select New Note from the context menu.
EDIT: Double-click on a note to view its details.
DELETE: Right-click on an entry and select Delete from the context menu.
Notes
Date: Date that the note was entered.
Note: Description or details on the Customer
Employee: Name of the Employee who entered the note.
Contact
Enter contact information, where the Customer can be reached.
Contact
Phone and Ext.: Telephone number, and extension, if applicable
Fax and Ext.: Fax number, and extension, if applicable.
E-Mail: Primary e-mail address.
Contact Hist.
Track a history of communications with the Customer.
ADD: Click on the New Contact Hist. button, or right-click and select New Contact History from the context menu.
EDIT: Double-click on an entry to change its details.
DELETE: Right-click on an entry and select Delete from the context menu.
Contact History
Contacted: Check this box to indicate that the Customer has been contacted, or leave unchecked to flag that contact is pending.
Contact Date: The date when the Customer was contacted, or should be contacted.
Subject: The subject to be discussed during the communication.
Spec.
Specification Name
Value
Rates
Create a list of products and associated rates.
ADD: Right click and select Add Product from the context menu
EDIT: Double-click in a cell to modify the rate information.
Product Information is administered in the Manage Product Catalog form.
DELETE: Right-click on an entry and select Delete from the context menu.
Rates
Image: Image associated with the selected Product
Product: Name of the selected Product
A Product's Image and Name are defined in the Product Details form.
Per Pallet Rate: Type the amount that is charged per pallet.
Use Weight Multiplier: Check the box to indicate that a weight multiplier will be used in the rate calculation for the Product.
Multiplier: If the Use Weight Multiplier box has been checked, enter the multiplication value in this cell.
E-Docs
Documents, such as contracts and correspondence, can be tied to an Employee Record.
ADD: Click on the Insert Files button, or right-click and select Insert File from the context menu.
DELETE: Right-click and select Delete.
E-Documents are administered in the E-Tree form; right-click to save a document to this location.
Other
Track other details for the Customer.
Other
Updated by:
Updated Date:
Reports in KG:
Color: Assign a color to the Customer, that will be used to track their projects in the Resource Scheduler form.
Support Renewal:
Renewals are administered in the
Support Rating:
Ratings are administered in the
Support Revenue:
Warehouse Billing Period:
Billing Periods are administered in the Warehouse Billing Periods form.
Accounts
Link Account information to the Customer.
ADD: Click on the New Customer Account button.
EDIT: Double-click on an entry to open the Customer Account Details form.
DELETE: Right-click on an entry and select Delete from the context menu.
Accounts
Account Number: Number assigned to the Customer's Account.
Notes: Notes explaining the Account, if applicable.
Balance: Amount available in the Account.
Accounts are administered in the Accounts form.
Contacts
Create a list of Contact Persons with the Customer's company.
ADD: Click on the New Contact button, or right-click and select New Contact from the context menu.
To add an existing Contact to the Customer list, right-click and select Manage Customer Contacts from the context menu.
EDIT: Double-click on an entry to open the Contact Details form.
DELETE: Right-click and select Delete from the context menu.
Contacts
Picture: Image chosen to represent the Contact.
Name: Full Name of the Contact.
Title: Contact's Title within their company.
Company: Name of the Company that the Contact is associated with.
Business Phone: Telephone number where the Contact can be reached.
E-Mail Address: E-mail address where the Contact can be reached.
Contacts are administered in the Manage Contacts form.
Sales
Sales are administered in the Manage Sales form.
ADD: Click on the New Sale button, or right-click and select New Sale from the context menu..
EDIT: Double-click on an entry to open the Customer Sale Details form.
DELETE: Right-click and select Delete from the context menu.
Sales
Status: Displays a graphical status of the Sale Status.
Sale Statuses are administered in the Customer Statuses form.
Description: A description of the Sale
Rating: Displays the Sale Rating.
Sale Ratings are administered in the Customer Sale Ratings form.
Revenue: Displays the projected revenue of the Sale.
Closed: Displays the close date of the Sale.
Support: Check this box to indicate that a monthly support amount is included in the sale.
Invoices
Create and track invoices for Customers, based on various products and services.
ADD: Click on the New Invoice button, or right-click and select New Invoice from the context menu.
This will open the Request Products form, where Products can be added to a Shopping Cart.
Once done, click Check Out, which will lead you to the Invoice Details screen.
DELETE: Right-click on an entry and select Delete from the context menu.
Invoices
Quote: Check the box to indicate that the invoice is a quote.
Quotes are administered in the Manage Quotes form.
Invoice #: Displays the Invoice Number, as assigned by VimBiz.
Invoice Date: Date that the Invoice was generated.
Total: The total amount of the Invoice.
Quote Sent: Check the box to indicate that the quote has been sent, or leave it unchecked to flag that a quote has not been sent.
Approved: Check the box to indicate that the quote has been approved, or leave it unchecked to flag that the quote is pending approval.
PO Received: Check the box to indicate that a Purchase Order has been received, or leave it unchecked to flag that a Purchase Order is pending.
POs are administered in the Manage Purchase Orders form.
Invoice Sent: Check the box to indicate that an Invoice has been sent, or leave it unchecked to flag that an Invoice has not been sent.
Payment Received: Check the box to indicate that Payment has been received, or leave it unchecked to flag that payment is pending.
Receivable:
ADD: Right-click and select Create Account Receivable from the context menu.
Receivables are administered in the Account Receivables form.
Support: Check the box to indicate that a Service amount is included in the Invoice, or leave it unchecked to flag that Service is not included.
PO Number: The Purchase Order number, as assigned by VimBiz.
POs are administered in the Manage Purchase Orders form.
Invoices are administered in the Manage Invoices form.
Double-click on an invoice to open the Invoice report.
Letters
Create and track letters to be sent to the Customer.
ADD: Click on the New Letter button, or right-click and select New Letter from the context menu.
Letters
Sent: Flags the letter as Sent.
Date: Displays the date the letter is scheduled for mailing.
Template: Displays the template used to generate the letter.
Templates are administered in the Letter Templates form.
Projects
Lists all Projects that are associated with the Customer.
Production Projects are administered in the Manage Production Projects form.
Engineering Projects are administered in the Manage Projects form.
Service
Lists all Service Requests that are associated with the Customer.
ADD: Click on the New Service Request button to open the New Service Request form.
EDIT: Double-click on an entry to open the Service Request Details form.
DELETE: Right-click on an SR and select Delete Service Request from the context menu.
Service Requests are administered in the Manage Service Requests form.
Assets
Lists all Assets that are associated with the Customer.
ADD: Click on the Manage Customer Assets button
Assets are administered in the Manage Assets form.
Arrivals
Track all Products that have arrived from the Customer.
Arrivals are administered in the Manage Arrivals form.
Withdrawals
Track all Products that have been withdrawn by the Customer.
Withdrawals are administered in the Manage Withdrawals form.
OVERVIEW: Depending if the requested Products are in stock or need to be ordered, this screen will either remove Products from stock or generate a Purchase Order.
Invoice Details Panel
- Customer: Displays a list of Customers.
- View Customer Details Button: Opens the Customer Details screen.
- Find Customer Button: Opens the Find Customer screen.
- Employee: Displays the name of the Employee who is requesting products.
- View Employee Details Button: Opens the Employee Details screen.
- Find Employee Button: Opens the Find Employee screen.
- Note to Buyer: Displays Notes entered by Users.
- Cost Center: The Order's current Cost Center.
- Find Cost Center Button: This button will bring the User to the Find Cost Center Form which will allow the User to search for a Cost Center and return it to this form.
- View Cost Center Details Button: When a Cost Center is specified, clicking this button will open the Cost Center Details Form and display the details of the specified Cost Center.
- Account: The Order's current Account.
- Find Account Button: this button will bring the User to the Find Account Form which will allow the User to search for an Account and return it to this form.
- View Account Details Button: When a Cost Center is specified, clicking this button will open the Account Details Form and display the details of the specified Account.
- Cust. Account: The Order's current Customer Account.
- PO Num: Users can enter a PO Number if desired in this field.
- Quote: Flags the current request as a Quote.
Products in Stock Panel
- Manufacturer, Model, Type, Description: The Product Manufacturer, Model name, type of Product or category of Product, and description.
- From Location: The location of the Product within the Stock Room.
- Date Received: Displays the date the items were received in stock.
- View Invoice Button: Opens the Invoice Report.
- Remove From Stock Button: Removes the item from stock and closes the screen.
- Back Button: Returns the User to the previous screen.
TIP: If an item appears in multiple locations, the User can decide what location they will remove it from by editing the values in the Remove Column. The total amount to be removed must be equal to the original requested amount.
Products to be Ordered Panel
- Manufacturer, Model, Type, Description: The Product Manufacturer, Model name, type of Product or category of Product, and description.
- Sale Price: Displays the sale price of the Product.
- Quantity: Displays the amount of this Product that is on order for the selected Stock Room.
- Urgent: Flags the selected item as urgent, which will make it appear in red on the Purchase Order.
- View Report Button: Opens the Invoice Report.
- Place Order Button: Generates a Purchase Order and closes the screen.
- Back Button: Returns Users to the previous screen.
TIP: If some items are in stock and others need to be ordered, the Remove Stock and Place Order Button will remove the items that are available from Stock and create a Purchase Order for the remaining items.
OVERVIEW: This section guides the Users to view and edit Customer Sale Details.
ADD: Click on the New Sale button, or right-click and select New Sale from the context menu.
EDIT: Double-click on an entry to view its details.
DELETE: Right-click on an entry and select Delete from the context menu.
Sale Status Filters
Picture
Displays the picture attributed to the Customer.
Customers are administered in the Manage Customers form.
Pictures are assigned in the Customer Details form.
Status
Displays a graphical status of the Sale Status
Sale Statuses are administered in the Customer Statuses form.
Description
Displays a description of the Sale.
Rating
Displays the Sale Rating.
Sale Ratings are administered in the Customer Sale Ratings form.
Revenue
Displays the projected revenue of the Sale.
Close
Displays the close date of the Sale.
New Sale
Click this button to create a Sale.
Description: Displays a Description of the Sale.
Sale Status: Displays a graphical status of the Sale Status.
Sale Rating: Displays the Sale Rating.
Projected Revenue: Displays the projected revenue of the Sale.
Close Date: Displays the close date of the Sale.
ADD: Click on the button to insert a new line in the grid.
EDIT: Click on an entry and modify its details in the Customer Status Details section.
DELETE: Select an entry and click on the button, or right-click on the entry and select Delete Status from the context menu.
Icon
Insert an icon that will represent the Customer Status throughout VimBiz.
Name
The label of the Status.
Name
Customers are rated based on a percentage value, which is entered in the Name field.
New Customer Sale Rating
Click this button to create a Sale Rating
Customer Sale Rating
Number: Enter a number to represent the percentage value rating for the Customer.
Name: Type a name for the new Sale Rating. This is typically the same number as inserted in the Number field.