To Add a Customer
To Add a Customer
Note: All new customers should be set up in Unleashed and the details will flow through to Xero automatically – see the notes at the end of this also
In Unleashed, click on the Add Customer Shortcut:
Complete the fields consistent with other customers already in Unleashed, see circled fields below for a guide:
On the first tab (details)
Populate, Customer Code (numeric code – check with Terri for next code), Customer Name.
Ensure you select a “Customer Type” & “Sales Order Group” as these are used for reporting.
Come back to populate the Default Delivery Address after entering the address details on the next tab
Select the Payment Terms and Sell Price Tier
Click Save and move on to next tab (Address) & follow the example below:
If you are billing to a Head Office, ensure those details (including Bill To name go in here). Otherwise copy the customer name to that spot
Enter Postal Address below name
Click Save and move on to next tab (Contacts) & add any contact information as required
If the customer has another location(s) to be delivered to, other than the physical address, enter that under the Delivery tab
The Orders and Credits tables will auto-populate as transactions are entered.
Special Customer Pricing/Promotions can be entered as needed, however can be done in bulk if lots of customers need to be included.
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