General Tab Areas
From FloristWiki
The General tab of the Customer Detail Information window contains the following areas:
Contents |
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 names. |
| 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 | 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 additional contact information about the customer, including the customer’s phone number and email address.
| Field | 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. |
| E-mail Address | Enter the email address for the customer. You should include an email address if you plan to email statements, invoices, or delivery confirmations to the customer. Email addresses are also used for marketing purposes. |
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 | Description |
|---|---|
| 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. |
| Delivery Confirmation | When you selected, this option indicates that you want to send delivery confirmation email messages to this customer. Delivery confirmation email messages enable you to inform your customers that an order has been sent (outgoing) or delivered (local delivery). Selecting this option activates the delivery confirmation fields in Order Entry and Point of Sale when entering an order for this customer. |
| 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 the Mercury Marketing application. |
| 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. |
Notes
The Notes button, located at the bottom right of this tab, allows you to add or view any notes about this customer. If there are notes for this customer, the button has a red background.
Back to Customer Maintenance
