Customers and suppliers are maintained in the same place. The only mandatory field for a Customer or Supplier is the Name.
Code – A unique code given to this Customer or Supplier. This will be used by EStock when exporting information to external systems like your accounting package. You can change the code to whatever value you wish. Leaving it blank will cause EStock to generate a unique code for you.
Most of the fields in the ‘Details’ tab are self explanatory. Click the items on the Address or Phone tab to switch between the different Address and Phone values. If you enter any part of an Address, EStock requires that you populate at least the first address line and provide a City also. EStock only shows the Cities for the Countries that have been enabled. To enable EStock to display Cities from other Countries, go to the Country in question and un-check the ‘Hide’ check box. You may enter new Cities as you require via the City maintenance window. Use the ? button next to the City drop down to quickly jump to the City maintenance window if you have sufficient EStock permissions to do so.
The Default Rental Job Type determines the default Job Type when creating a new Quote or Job for this Customer. Each value simply changes the way the Quote and Invoice print outs are displayed. The Contract option produces more of a letter style print out that is likely to contain a handful of charges and rates rather than an equipment list.
Store your customer contact information against each customer. You can add custom contact postions via the ? button which will take you to the Contact Position maintenance window if you have sufficient permission in the system.
A supplier in EStock is simply a customer record, with a tick next to one or more branches on the Supplier tab. Available suppliers can be used in the Purchases and Sub Hired Equipment modules when acquiring stock.
The Fields tab offers a generic way for you to record information against a Customer or Supplier. You may enter any value you wish against Field value. You may enter different values for each Branch. Entering a value at Company level will mean that the value is used or displayed for all Branches. EStock provides a system defined value called ‘Account Open’. In order for you to dispatch equipment for a project, EStock requires that ‘Yes’ is entered at the associated Branch. This provides a simple way to block bad debtors from acquiring equipment.
If you have sufficient EStock permissions, new custom fields can be added via ‘Customer Information’ in the menu.
Some Customers may be exempt from tax. Putting a tick in Exempt box next to a Branch will instruct EStock to omit calculating tax on Projects and Invoices for that Customer at that Branch.
When creating a Project or Quote, you can specify general discounts to be applied. If you desire to give a Customer a predetermined discount on all equipment that they hire from you, you can enter default values in the Discount grid on the Customer record. Each time a Quote or Project is created, the Discounts will default. You may set different values for each branch or simply provide one value at the Company level that will apply at all Branches.
