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Set up your customers and jobs

You should set up a customer for any entity that will be paying you even if the work is performed for someone else. For example, you might have customers set up for a person who pays you for work performed for another person, or for a business that pays you for work performed for another business.

You can also keep track of a customer's preferences on the customer's notepad.

Using customer types

You can also categorize your customers by giving them a customer type. Using customer types helps track and analyze your customer base. A common use of the customer type is to categorize customers by how they were referred to your company. If you know this information, you can keep track of which types of marketing and sales approaches are generating the most revenue.

Some examples of customer types that you could use are:

  • Referral source

    • Advertisement

    • Referral

    • Walk-in

    • Mail order

  • Type of business

    • Wholesale

    • Retail

    • Commercial

  • Location

    • North Bay

    • South Bay

    • Out of state

  • Product lines

    • Furniture

    • Accessories

    • Apparel

    • Toys

You can also create subtypes to further categorize customers within each type.

Creating custom fields for customers

You can create up to seven custom fields to track additional information about your customers. You can use these customized fields to track dates, personal information, or other types of information that you need. For example, if you are a distributor who sells alcoholic beverages, you might need to record a customer's state permit number. If you assign a customer number to each of your customers, you can add a custom field to store that information in the customer list.

Information you enter into the custom fields can be just for your use, or you can add the customized fields to your sales forms and have the information appear on your invoices and sales receipts.

Some examples of custom fields you may want to add include:

  • How the customer was referred.

  • Relevant personal information about the customer (for example, days/times when a customer can receive deliveries).

  • Region in which the customer lives.

  • Name of the customer's administrative assistant.

See also

KB ID# H_V_CUSTOMERS_AND_JOBS_SETUP
12/4/2016 12:09:55 AM
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