The Service Provider can create new Customers and update existing ones on the Claritum system. The Customers will then be available for selection in Project workflows.
From the main menu, select Customers.
The Customers page opens.
On the Customers page, click the New Customer button.
The New Customer > Details page opens.
Details
On the Details page, complete the required fields and click Save.
New Customer Details
Addresses
On the Addresses tab, click the Add address button.
- Enter the address details and click Save.
The saved address(es) display.
Users
This is where the Service Provider can create / edit Customer Users, that is, Claritum system users within the Customer organisation.
- On the Users tab, click the New User button.
The Details page displays. On the Details page, complete the required fields and click Save.
New Customer Details
The only mandatory fields are Email and Address. The other fields are to be completed at the discretion of the Service Provider. Some fields will be useful to one Service Provider, but not another. Fields can be easily edited after a Customer is created.- On the Notes page enter any additional information about the Customer User that isn't captured in the Details and Permissions fields.
On the Permissions page set the users permissions.
<<Need guidance on what each permission means>>
Administrators
This page lists the Service Provider Administrators allocated to the Customer. Administrators can be added or removed.
Depending on their permissions, an Administrator allocated to a Customer can view, create and edit their details and Projects.
For information about how to create and edit Administrators see Create / Edit Administrators.
Suppliers
This page allows you to select which Suppliers are linked to a Customer, and that can therefore be selected to deliver to them.
| Option | Description |
|---|---|
| All suppliers | All Suppliers on the system are displayed and can be selected for the Customer. |
| No suppliers | No Suppliers are displayed and none can be selected for the Customer. Tip > This might be needed if a Customer has been set up on the system, but not 'gone live' yet. |
| Selected suppliers | Selected Suppliers are displayed and available to the Customer. |
Contract
This page provides a range of functionality:
These are the terms you can select when issuing a Customer Invoice.
To create an invoice term click the Add invoice term button and complete the fields.
| Field | Description |
|---|---|
| Code | ?? |
| Description | The number of days the Customer has to pay the invoice, e.g. "30 days". |
| Terms | Enter the terms and conditions. These will appear on the invoice sent to the Customer. |
Here you can create Order Reference Code fields that will display on the Sales Order page when you place an order.
- To add a new order reference, click the Add order reference button:
A new order reference box will display.
- Select options as required.
| Option | Description |
|---|---|
| Mandatory | If checked, the administrator cannot place the order if an order reference hasn't been entered. |
| Customer Facing | If checked, the order reference appears on the Customer's delivery note. |
| Supplier Facing | If checked, the order reference appears on the Supplier Purchase Order. |
| Show on stock order | If checked, the order reference appears on the Stock Order. <<Is this a document? Where is it stored / who is it sent to?>> |
| Show on project | If not checked, the order reference input filed will not appear on the Sales Order page. |
| Selectable pre-order | Logged question for M&K |
| Can be edited | Logged question for M&K |
| Allows you to add pre-set values that display when you type the first letter. Adding these values:
means they appear as options you can select in the order reference field:
|
Here you can create tax numbers that can be selected and included on Customer invoices.
If more than one tax number is created, they will be available to choose when creating the Customer Invoice.
If only one tax number is created, it will be automatically set as the Tax Number and will not be editable.
The Tax Number is presented on the Customer Invoice:
