Customer Record

The Customer Record contains customer settings and information. The same record is used for Franchising, Commissary, and Accounts Receivable. For those using the Franchising Module, Franchisee Additional Info will also be made available on Customers identified as Franchisee Location Customers.

Navigation

To open a new customer record:

Open the Create menu.
Click Customer.

To view an existing customer record:

Open the Admin application.
Expand the Accounts Receivable category.
Click Customers to open the customers page.

General Tab

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

	Button/Field	Description
1	Name	The customer name as it will be displayed in Restaurant365
2	Number	The identifying number associated with the customer,
3	Primary Contact	The primary contact for the customer. Learn more about creating contacts.
4	Comment	An optional comment associate with the customer.
5	Phone	The phone number for the customer.
6	E-mail	The email address associated with the customer.
7	Fax	The fax number for the customer.
8	Payment Terms	Payment terms for the customer. Learn more about Payment Terms
9	Terms Discount Account	The account used if a payment term results in a discount for early payment.
10	Inactive Checkbox	Marks the customer as inactive. Inactive customers will not appear in customer selections.
11	Payment Hold	A placeholder for future enhancements.
12	Address	The address for the customer. Click Separate Billing Address to enter a billing address that differs from the shipping address. Addresses on the customer record are entered using address verification.
13	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

	Button/Field	Description
1	Taxable Checkbox	Marks the customer as taxable.
2	Tax ID	The Tax ID for the customer.
3	Customer Group	An optional group that can be assigned to make a grouping of customers. To make a new customer group, type the name of the Customer Group and hit enter. Once a Customer Group is created, it cannot be deleted. Ensure that the Customer names and groupings are accurate before creating a Customer Group.
4	Discount %	The discount % for the customer.
5	Franchisee Location Checkbox	Marks the customer as a franchisee location. When selected an additional tab, Franchisee Additional Info tab appears.
6	Commissary Customer	Marks the customer as a commissary customer.

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.