Customer Detail Information Window - General Tab
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==Email Area== | ==Email Area== | ||
| - | + | In the Email area, you can manage email configurations for the customer. You can configure email addresses for the following: | |
| - | + | *E-mail Messages - personal, ad-hoc email messages to the customer | |
| - | + | *Invoices | |
| - | + | *Order Confirmations | |
| - | + | *Delivery Confirmations | |
| - | + | *Statements | |
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| - | + | For each option, you can select an individual email address from the list next to the email type. If you need to enter a new email address, click the Email Addresses button to open the [[Customer Email Addresses Window|Customer Email Addresses window]]. To send an ad-hoc email message, click the Email Message button. | |
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| - | + | NOTE: You can only send an ad-hoc email message if a Reply To address is configured in the [[Mercury Administration: Email Settings Screen|Email Settings screen]] in [[Mercury Administration]]. | |
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===Notes Button=== | ===Notes Button=== | ||
The Notes button, located at the bottom right of the email area, allows you to add or view any notes about this customer. If there are notes for this customer, the button has a red background. | The Notes button, located at the bottom right of the email area, allows you to add or view any notes about this customer. If there are notes for this customer, the button has a red background. | ||
Revision as of 11:16, 22 February 2011
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The General tab of the Customer Detail Information window is used to add and update general customer information in your computer’s database. When adding a new customer, you must first complete this tab before setting up a house account.
The window is organized into several areas.
Customer Area
The Customer area contains the customer name and sorting information.
| Field | Description |
| Customer Name | Enter the customer’s name. For a non-house account, this is the name of the person or business that is placing the order. If a house account will be associated with this customer, this should be the name of the person or company who is responsible for payment on the account. For efficiency, you should enter customer names in a consistent format. For example, you may want to enter individuals in a First Name/Last Name format, and businesses by their official name, You cannot change the customer name for any built-in customers for FTD Mercury. These include:
|
| Sort Name Key | Enter the name by which FTD Mercury will sort this customer’s name for reports and statements. By default, this field sorts according to a Last Name/First Name format, but you can enter another format if you prefer. |
Address Information Area
This area contains the customer’s address information.
| Field/Setting | Description |
| Address Type | From this list, select the address type for the address you are entering in the address field. You may enter multiple addresses, each associated with a different address type. You can configure the available address types in Mercury Administration. |
| Address | Enter the customer’s address associated with the selected address type. If the customer is opening a house account, be sure to record the address where the customer’s bills are to be sent. |
| Billing Address | Select this option if the address displayed is the billing address for the customer. Statements print with the billing address. |
Contact Information Area
The Contact Information area contains phone number contacts for the customer. It also enables you to designate the primary phone number for this customer.
| Field/Setting | Description |
| Phone Number Type | Select the phone number type for the customer’s phone number you will enter in the phone number field. You may enter multiple phone numbers, each associated with a different phone number type. You can configure the available phone number types in Mercury Administration. |
| Phone Number | For the selected phone number type, enter the phone number. You can use punctuation as you prefer, such as parentheses and dashes. |
| Primary Phone | If this is the primary phone number where the customer can be reached, select this option. You can only make one recorded phone number the primary phone number. |
Store of Origin List
If you have multiple stores, the Store of Origin list allows you to specify at which store the customer originated. By default, the store you are logged in to is selected. If necessary, select another store.
Tax Details Area
The Tax Details area contains the following settings:
| Field | Description |
| Tax Exempt | Select this check box if the customer is tax exempt. If you select this option, the Exempt Code field is enabled. |
| Exempt Code | If you have selected the Tax Exempt option for this customer, provide the customer’s tax exemption number in this field. |
Miscellaneous Customer Settings
Below the Tax Details area, there are several additional settings that you can configure for customers:
| Field/Setting | Description |
| Include in Direct Mail Marketing | When selected, this option indicates that you want to send marketing letters or postcards to this customer. Clearing this option excludes this customer from all direct mail marketing campaigns in Mercury Marketing and from any marketing letters you create from the Mercury Forms templates folder. |
| Include in E-Mail Marketing | When selected, this option indicates that you want to send marketing email messages to this customer. Clearing this option excludes this customer from all of your email marketing campaigns in Mercury Marketing. |
| Active Status | When you select this option, this customer will be included in customer searches. When this option is not selected, customer searches will not return this customer in the results list, even if the customer matches the search criteria. |
| Do not Purge | When selected, this option protects this customer from purges using the Purge Customer utility. |
| Discount Percent | If this customer is receiving a discount on purchases, enter the discount percentage in this field. Enter the percentage without the percent sign. The discount percent is automatically deducted from the product total each time the customer places an order (discounts are not applied automatically to fees, etc., but you can enter manual discounts in Order Entry and Point of Sale). Setting the percentage to zero indicates that no automatic discounts apply. Discounts can be overridden when you enter a transaction. |
| Referral Code | From this list, select the way in which this customer learned about your store. |
Email Area
In the Email area, you can manage email configurations for the customer. You can configure email addresses for the following:
- E-mail Messages - personal, ad-hoc email messages to the customer
- Invoices
- Order Confirmations
- Delivery Confirmations
- Statements
For each option, you can select an individual email address from the list next to the email type. If you need to enter a new email address, click the Email Addresses button to open the Customer Email Addresses window. To send an ad-hoc email message, click the Email Message button.
NOTE: You can only send an ad-hoc email message if a Reply To address is configured in the Email Settings screen in Mercury Administration.
Notes Button
The Notes button, located at the bottom right of the email area, allows you to add or view any notes about this customer. If there are notes for this customer, the button has a red background.
