Customers (CRM)

Customers Overview

Customers

SAM’s customer module lets you store customer data and provides a comprehensive view of each customer’s account. All customer related activities are logged and captured, including contacts, invoices, purchases, customer history, Sales, Jobs and deliveries. The customer module enables you to keep track of all interactions that you have made with customers, it also helps with managing follow-ups.

When new customers are added to the system they are automatically synchronised with Sage 50 accounts, with checks to ensure that duplicate records are not created.

Customer Records

Each customer record hold information about a specific customer, such as an address, telephone number, contact name, credit limit and so on.

Credit Control

You will need to setup the account number for the customer, if the system is linked to Sage when the account number is entered it will automatically sync the customer details with sage, the customer status will also update with the Sage status. “new”

Currency/Tax

Setup the default tax code for the customer, normally t1 if a British company, the Vat rate is currently 20% and is defined in the administration module. Set the base currency, if you trade with customers abroad you will need to make sure that the correct base currency is defined here.

Discounts

You can configure the overall discounts for the customer by using the discount dropdown, there are three options available, (1) None (2)By percentage (3) By amount.

Site Addresses

If your customer has several offices, and a number of contacts for each individual office, you can enter the address for each office.

Contacts

Contacts for Selected Customers are listed under the ‘Contacts’ Tab. New Contacts can also be added here by clicking the new button at the bottom of the popup window.

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t: +44 (0) 115 8475210

e: Sam Software

46- 48 Alfreton Road

Nottingham NG7 3NN

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