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 Customers default Account Details, Settings, and contact People

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

Adding a Customer is done from the Side Menu’s Customer Side Tab

Quick Flow:

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

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

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

Enter the Primary Contact’s Details

⚠️ 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 to 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 want to display on the Job, but be visible to Desktop Users only, 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 entered into these Primary Contact fields following entering them in as Contact People.

For more information on entering a Customer's Contacts, 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 Customers More Section also contains a "Credit Warning" Tickbax 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) button then 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 Page, Press the “More” (3 dots) menu, then Select the option Archive

💡 TIP: A Customer Archived can be Restored. Filter the Customers List by “Inactive Only”, Select the Customer, and Press to open, then Press the “More” (3 dots) button and Select the option Restore.