Customer
Page Overview
Columns and Filters
The main page allows you to view your customer database. You can filter to view individual Regions if you have multiple, and each column can be filtered and searched as well. Any information contained in the customer listing can be searched, and any matching characters will display in the table, removing any listing that does not contain this information.
ID
The shorthand customer identification
Customer Name
The full customer name
Address
The customer address.
City / State / Zip
The customer city, state, and zip / postal code
Phone
The customer contact number
Company Code
A customer code assigned when communicating with external accounting software
Terms
The billing terms associated with the customer
Billing Mode
The billing intervals applied to the customer
Tax Code
The default tax code applied to this customer
Credit Status
The status of a customer, and their ability to be selected when creating orders or ticketing
Default Order
The default order associated with the customer. This is selected after orders are created and chosen by order number
Credit Status
Credit Status: This is used to set a default payment type for a customer.
Open: New orders default to Charge Hide $ and all active orders set to Charge Hide $ payment type.
Cash: New orders default to Cash and all active orders set to Cash payment type
Do Not Sell: Adds (DNS) to the customer name, new orders default to Inactive status, and all Active orders are set to Inactive status. This customer will no longer be selected when ticketing.
Closed: This customer is no longer available to select for orders or ticketing.
The Do Not Sell and Closed credit statuses are not interchangeable. Do Not Sell should be used when the customer (or product) is unavailable, but anticipated to return to usual business. Closed should be used when the customer (or product) is no longer available or is not anticipated to return to usual business. Examples below:
Do Not Sell: Bob's Rocks is known as a primary source providing Pea Gravel, and unexpectedly run into low inventory. The owner informs you that this product will not be available to fill until more has been acquired, but is also closing for the holidays. During this time, Bob's Rocks should be set to Do Not Sell until they reopen in the new year with new inventory. All Active orders will be set to Inactive so they cannot be selected for ticketing in Fast-Weigh.
Closed: Bob's Rocks has been operating in the region for 20 years. The owner informs that they are permanently closing for business at the end of the quarter. At that time, all Active orders will be set to Closed, and the customer will now longer be available to create new orders or ticket in Fast-Weigh.
Adding New Customers
Adding new customer records into Fast-Weigh can be accomplished directly by clicking [+Customer], or when using external software. To add a new customer directly into Fast-Weigh, you will need to enter information to identify the customer in the new pop-up window. The required information is noted below in bold with an asterisk.
Prospect
Check box to show Customer as a prospective or potential customer
Customer ID
A shorthand code to identify the customer (10 character max)
Customer Name
The full customer name (50 character max)
Address 1
The primary address for the customer
Address 2
Additional address line for suite or building number or other
City
The city the customer is located
Country
The country the customer is located (Currently only Canada, USA, or Mexico can be selected)
State
The state the customer is located
Zip
The postal code for the customer
Phone
The primary telephone contact number
Add Contacts
Check box to add customer contacts (can be edited later)
Credit Status
The current credit status of the customer (See above for Credit Status. This can be edited later)
Pricing Template
The default pricing template applied to this customers orders
Company Code
A customer code assigned when communicating with external accounting software
Terms
The billing terms associated with the customer
Billing Mode
The billing intervals applied to the customer
All Regions
Allows you to set a customer for selection on Orders in all regions, or only within selected regions
Tax Code
The default tax code applied to this customer
Tax Exempt Ref
Reference number entered for a tax exempt customer
Ticket Copies
How many additional copies should be automatically printed
Salesperson
The salesperson or account manager responsible for this customer
Adding Contacts
Clicking the [+Add] button opens a new window for adding contacts, allowing you to create a list of customer contacts that should be receiving billing or ticketing information. The options available allow for email and text notifications to the email and phone number listed.
Editing Customers and Additional Settings
After a customer has been added to the portal, you can edit their information at any time, including updating their contacts, adding notes, as well as some additional settings.
Has Notes
Allows the addition of notes for the customer. See below for an example
Credit Limit
Dollar amount for Monitoring, Reporting & Dashboards - A/R Module Enabled Only
Payment Methods
Default Methods the customer is allowed to use for payments. - A/R Module Enabled Only
Payment & Late Fee
Default Fees applied the customer. - A/R Module Enabled Only - Can be setup under Resources > Billing > Invoice Adjustment Types
Enable Self Pay
Checkbox that allows the customer to submit payment
The Has Notes field will display a "Yes/No" depending on if a note has been added. Clicking the [View/Edit] box will allow you to add notes to the customer. These can be used to display any information related to the customer or their internal organization. A good example would be for a customers billing department.
Adding External Customers
Previous customers can be imported into Fast-Weigh from an external source. To accomplish this, please follow the walkthrough below.
How to Import CustomersHow To Guides
Creating a New CustomerHow to Import CustomersLast updated