Customers

Use customer entry to create or edit customers. Access the customer function from the financials, revenue options.

Customer ID is a user defined code used to access the customer record. Customer ID is a 100 character alphanumeric field. Customer ID is required.

Enter the customer name. The name format is a 160 character alphanumeric field. Customer name is required.

When required, enter a DBA name if the customer uses a different name.

Select active to allow invoices to be generated for the customer. Toggle the field to hold to place the customer on hold, preventing new invoices from being generated.

Note: Cash receipts can be applied when the customer is placed on hold.

The customer Class us used to group customers for reporting purposes.

Use these fields to enter customer contact information

In order to have invoices emailed to the client, set the invoice delivery method to Email. Gravity uses the email address on the customer details record for the email address on Invoices.

To send additional copies of an invoice, set up contact records and set the send invoice option to yes.

This is the default payment method used by Cash Receipts. This can be changed on each Cash Receipt.

In order to have customer statements emailed to the client, set the invoice delivery method to Email.

Enter the email address for customer statements.

See Inter-Entity Billing

Select the default terms code for the customer. Terms code can be changed on each invoice. See Terms Codes

Enter the default Inventory Site used by the Customer. See Site

Enter the customer's credit limit. This field is currently not used by Gravity

Select whether the customer allows partial shipments. This field is currently not used by Gravity

Select the Price Class appropriate for the customer. Access the price class screen from the systems settings, revenue options. See Item Pricing

Enter the customer's finance charge percentage.

Enter or select the customer's default salesperson.

Enter or select the customer's default territory

Use the invoice comments field to enter comments that print on the customer invoice.

Use the addresses section to enter customer address information. Saved addresses are attached to the customer record.

Addresses are assigned to the customer record after being set up as described above.

Note: The customer record must be saved before an address can be created.

Select the address reflecting the customer’s bill to address. Bill to is printed on the customer’s invoices. Bill to can be changed on each invoice.

Select the customer’s default ship to address. Ship to may be printed on invoices for the customer. Ship to can be changed on each invoice.

Select the customer’s statement to address.

Use the contacts section to enter customer contacts. On the contact record you can identify contacts that can will receive copies on invoices when they are emailed.

Enter the dimension rule for each dimension set up. Dimensions can be set to Ignore, optional or required.

See Using Dimensions

Enter an account from COA used to override the default AR account set up in the entity configuration.

Customers can be defined to be shared by all, selected  or just a single entity. When selecting only one company, or selected companies choose the applicable entity(s) from the drop down list displayed. Customers are only displayed in the entity(s) selected.

Select the sales tax schedule default for the customer. The sales tax schedule can be changed on each invoice. See Tax Schedules

Enter tax document information as needed.

Select the default currency for the customer. The currency can be changed on each transaction.

Use activities and notes to capture customer information for future reference. Set up and track activities such as tasks and phone calls. Enter notes and attach records as required.