The Customer Record is where the Customer specific information for each Customer resides in the system.  Once you have opened a Customer Record, the General Tab of the record will be displayed.  In addition to the information found on the General tab, Customer Additional Info, Customer related Open Transactions, Customer related All Transactions, Customer related Contacts, and Customer Locations are available to users.  Additionally, for those using the Franchising Module, Franchisee Additional Info will also be made available on Customers identified as Franchisee Location Customers.


To add a new Customer, hover over the Customer tab in the top ribbon, and select 'New Customer'.  The Customer record will open in a new tab.


 


General Tab


The General tab is where the Customer Name, Number and Contact Information are entered, and where other Customer settings can be managed.




1) Name - The Customer Name is the only required field on a Customer Record.  Enter the Customer Name as it will be displayed in Restaurant365

2) Number - Customer Number is an open text field that can be populated with the Customer Number, or any other value that could be used for sorting purposes

3) Primary Contact - Select, or Create a Primary Contact for this Customer on this selector.  Click here for more information on Creating Contacts

4) Comment - Enter an optional Comment for the Customer

5) Phone - Enter the Phone Number for the Customer

5) E-mail - Enter the Email Address for the Customer

5) Fax - Enter the Fax Number for the Customer

8) Payment Terms - If the Customer has specific Payment Terms, you can select them in this selector.  Click here for more information on Payment Terms

9) Terms Discount Account - For Payment Terms that result in a discount, specify the GL Account where the discounts will post

10) Inactive checkbox - In the event that your organization drops a Customer after recording transactions with that Customer, you will not be able to Delete the Customer Record.  You can flag the Customer as Inactive by checking this checkbox and the Customer will no longer appear in any 'Select Customer' selector in the system

11) Address - Enter the Address for the Customer.  Address information will be used when generating Invoices for the Customer

12) Upload File - Click to Upload a File to the Customer record



Customer Additional Info Tab


On the Additional Info tab Users can classify a Customer as Taxable, set the Discount %, and flag a Customer as a Franchisee Location





1) Taxable checkbox - Check this box if the Customer is taxable

2) Tax ID - Enter the Tax ID for this Customer in this field

3) Customer Group - Select the Customer Group for this Customer.  If a Customer Group does not exist, type in the desired group name, then click 'tab' or 'enter' to display a quick-add prompt to add a new Customer Group


4) Discount % - Set the Discount % for the Customer here

5) Franchisee Location checkbox - This checkbox is related to the Franchising Module. When Checked, the Franchisee Additional Info tab appears

6) Commissary Customer - This checkbox is related to the Commissary Module.  When Checked, the Commissary Info tab appears



Franchisee Additional Info Tab


Click here for more information on setting up Franchisee Location (Stores) 




Commissary Customer


Click here for more information on Commissary Customers and the Commissary Customer Portal




Open Transactions


Any Open Transactions associated with the Customer will appear in this list view




All Transactions


All transactions associated with this Customer will appear in this list view




Contacts


Any Contacts associated with the Customer will appear in this list view