New Customer or Supplier Card
Create a new card for Customer or Supplier
Go to Navigation Pane, click Cards > Customer/Supplier, click New
Enter the Code for the Card, or leave it and use the system generated code.
Select Designation, depending on the card is for an Individual or Company
- Individual: First Name or Last Name are required.
- Company: Company Name is required.
The Full Name is the name derived from Company Name or First Name/Last Name. For Chinese, Japanese or Korean Individual name, Last Name will come first.
For English or other languages, First Name will come first
Select the default Currency and Payment Terms, the system will use the default when creating new documents, but user can change as needed.
For Customers, user can select the Default Quotation, Order, Invoice and Delivery Format when printing the document for this particular customer. If there is no particular format just leave it blank and the system will use the system default.
To add Address to the card, click the New button at the Addresses list
The first address created should be a Billing Address Type, enter the address details
- Please note the Billing Address Country Region is used for the Sales Dashboard Mapping analysis
For example, United States is the Billing Address Country for Andy, user created a Sales Quotation of $1,000 for Andy.
Go to Reports > Dashboard > Sales Quotation Dashboard, the figure will categorized as United States in the Dashboard
The second address created will be a Delivery Address Type, enter the address details and click Save and Close
User can create as many addresses as they need, however, the Billing and Delivery Address will be used by default when creating document. User can pick any address when needed preparing documents. Also only Billing Address is available for Customer Dropdown Box Search.
You may need to track other information of a customer or supplier for various purpose. Click the Custom tab for more fields to store card information.
Card Date, Number and Text Fields 1 - 5 : These fields are for storing date, number and text information
Card Custom List Fields 1 - 5 : Custom List are for storing information from a defined list.
For example, user can use list 1 to track the sales region, and add list item such as Greate China, Southeast Asis, America and West Europe etc. User can add new list item by clicking the New button of the Custom List Dropdown Box.
User also use list 2 to track customer category like VVIP, VIP, Premium, Standard, Lower, Bad etc. User can determine how to use these list depending on their business and operational needs.
Notice these Card Custom List items are shared among cards, so in Supplier card, these lists will offer the same selections.
These lists will also be available for Analysis, go to Reports > Sales Analysis, drag the Card,CardCustomListField1-5 to the analytical table's Row or Column Area to analyse data as needed
Parent and Subsidiaries
A Customer or Supplier can either has Parent Company or has Subsidiaries. AutoMi supports 2 levels of company hierarchy, means a company/card cannot have BOTH a Parent AND Subsidiaries (3 levels).
Select the Parent Company and click Save if the card itself is a subsidiary.
If the card is itself a parent company, to add subsidiaries
- Click the New button to add a new Card
- Click the Link button to link to an existing Card
- Click Save
Subsidiaries added to the card