This Help Article covers:

Customers display in Katipolt’s Side Menu’s Customer List. Once a Customer is added, you can Select/Enter/Edit the Customer's default Account Details, Settings, and Contacts People

⚠️ NOTE: The Suppliers List displays in the Side Menu’s “…More” Sub Menu.

For a User to be able to Add, Edit or Remove a Customer they need to be enabled on the Katipolt Desktop side. To do this they need to be added to a Katipolt Role with permission “Add/Edit Customers and Suppliers” toggled to "On".

Company Settings > Staff Top Tab > Roles Expandable Section > Select a Role that displays Katipolt “Add/Edit Customers and Suppliers” toggled to "On" OR from a Role toggle it to "On" > then select the person from the “Assigned To” dropdown to add

⚠️ NOTE: Toggling "Add/Edit Customers and Suppliers" to "On" also toggles "View Customers and Suppliers" to "On". You can Toggle just "View Customers and Suppliers" to "On" which allows a User to View Customers and Suppliers, but not Add, Edit or Remove a Customer or Supplier.

Adding a Customer is done by using the [+ADD] button of the Customers List.

Quick Flow:

1. From the Side Menu, Press Customers to display the Customer List, then Press [+ADD] to display the New Customer Window

2. From the New Customer Window’s Primary Contact Details Section;

Enter the Primary Contact’s Details

⚠️ NOTE: Fields with a “*” are compulsory fields.

⚠️ NOTE: The Primary Contact Details “First Name*” and “Last Name” fields auto-populate to the Customer Details “Name*” field as they are keyed in. If the Primary Contact Details are not the Customer "Name", key the Customer "Name" into the “Name*” field.

3. From the New Customer Window’s Customer Details Section, Edit the “Name*” (if needed), Enter the remainder of the Customer Details, then Press the “More details” button to display the Customer’s Default Settings

💡 TIP: Use the “Notes” field to enter notes that you only want to display to Desktop Users, I.E. Security System Codes, Gate Codes

💡 TIP: Use the “Reference” field to enter a Customer Short Code that will display on the Customer List, or can be used when searching the Customer.

4. From the Customer’s “More details” Section, Check/Edit the Customer’s Default Settings

⚠️ NOTE: Defaults look up to the Company Settings selections unless overridden at the Customer.

Grey Text = Looking up to Company Settings

Black Text = Has been over-ridden at the Customer

5. When finished, Press [SAVE]

Following the [SAVE] the Customer’s Primary Contacts fields display.

Other People can be selected in these Primary Contact fields, however, they need to be entered into Contacts first.

For more information on entering a Customer's Contacts People, see the Help Article “Accounts – Contact People (Add – Edit – Remove)”

Following the [SAVE] the Customer’s "Default Job Site/Address" field will display. This will auto-populate with any Street Address entered for the Customer, if this is incorrect edit to suit. For more information on editing a Customer's Default Job Site/Address, see the Help Article "Accounts - Customer Job Locations (Add - Edit)"

💡 TIP: The Customer's "More details" Section also contains a "Credit Warning" Tickbox that if ticked, when creating a new Job for that Customer, a banner displays advising that the Customer is outside their payment terms.

If you have a Customer and you are going to make purchases from them, rather than enter a new Supplier, you can use the Customer details to create a Linked Supplier Account

1. From the Customer Window, Press the "More" (3 dots) menu and Select the option “Create linked Supplier”

2. Follow the prompts to create a linked Supplier Account

💡 Tip: Following creating a Linked Supplier Account to a Customer, the Customer will display a banner advising they are linked to a Supplier and visa versa from the Supplier Account to the Customer Account.

Customers are not deleted but removed by Archiving them so they do not display in the "Active" list.

1. From the Customer Overview Window, Press the “More” (3 dots) menu and Select the option "Archive"

A Customer Archived can be Restored.

1. From the Customer List, Filter the Customers List by “Inactive Only”, then open the Customer

2. From the Customer Overview Window, Press the “More” (3 dots) menu and Select the option "Restore".

⚠️ NOTE: The Customer may also be Archived in Xero. You will need to manually restore the contact in Xero.