Clears the form so new customer information can be entered.

Saves a new customer or changes to an existing customer.

Deletes and existing customer.

Closes the Customer Maintenance form.

Existing customer ship to and bill to addresses can be edited or new addresses can be created by accessing the Tools menu and selecting Customer Ship Tos or Customer Bill Tos respectively.  The Customer Ship To address form is shown in the image below; the Customer Bill To address form is identical in appearance and functionality.

Each field on the address form is editable.  Simple double click to activate the cursor inside the field and enter the required changes.  When remove the cursor from the field either by tabbing or clicking, the Save button will be enabled, allowing you to save your changes.

You also have the ability to add new addresses via this form.  Press the Insert key to add a new blank line and proceed to enter the required address information.  Click the Save button when you are finished.

You can create standard notes to be applied to any item on any of the reports shown on the tabs (Work Order, Sales Order etc). For example, if you need to include the note “Ship only full skids” to the Packing Slip every time you ship item AN-10, this is the form to use for that purpose. 

Note:  Customer notes will not appear on any core system reports.  Customized reports are necessary to take advantage of this functionality.

First, click on “Add”. If the notes are to be applied universally to all clients, click on “Include All” beside customer name. If the notes are to be applied to only one customer, find the customer in the “Select a Customer” combo.

You can choose to include these notes on all items by leaving the “Include All” flag activated. Alternately, you can select individual items identified by Product Line with the related item or just pick the Item.

Next, click on the tab of the module where you need to insert the report note and type it in the field below the module. Click on Save.

The Customer Item Prices portion of the form provide the ability to define the selling price of specific items to individual customers.  It is also a tool which can be used to define price breaks based on the quantity ordered.  To be able to specify pricing for an item, you must first create a customer item number for the item against the selected customer.

Note:  The Excel price list workbook takes precedence over customer item pricing.  Therefore, you if make use of the price list workbook, you must ensure that a price will not be returned to OrderStream from Excel for items that have customer item pricing defined against them.  Otherwise the price returned from the price list workbook will be used on the OrderStream transaction.

To begin customer item pricing setup, click the lines containing the item number you wish to setup customer pricing against.  A blank line will appear in the Customer Item Prices section of the form.  Select the unit of measure the pricing is to be reflected in on the Estimate, Sales Order and Invoice modules. 

The next step is to specify the order quantity the price is applicable to followed by the entering of the price for the specified quantity.  If the customer item pricing is based on a contract that has a start and end date you can specify the date in their respective fields.  As with most OrderStream date fields, you can quadruple click  to open a calendar to easily select the desired date.  The start and finish dates are optional.

The UOM, Qty and Price fields are required. 

Important:  Make sure the Do Not Auto Update Line Item Prices application preference is NOT enabled.  If it is enabled, the price defined against an order quantity will not be loaded into the Unit List Price field in Estimate/Sales Order after the order quantity is modified.

Orders created before the specified start date or after the specified finish date will have their unit list price defaulted to zero.  If no finish date is specified then the customer item pricing remains in effect indefinitely.

When you have finished save your changes.  If you need to setup pricing against another item for the currently selected customer, click the line featuring the desired item number and repeat this process.

Access from the Item Editor Module

This form is also accessible from the Item Editor module via the Tools menu; when selected from this module the form functions in a slightly different fashion.  In the item editor view, you select an item and associate customers to the item, then define the customer item number, description, etc. 

The customer item prices section of the form functions the same in Item Editor mode as it does in Customer Maintenance mode.

Provides the ability to setup configurator property selection defaults on a per customer basis.  See Property Defaults by Customer for more information.

Enables the user to rename the currently selected customer.

Provides information about the Customer Maintenance module such as version number.

Launches the OrderStream help to the section dedicated to Customer Maintenance.