Advanced Business Cloud Essentials – Beginners’ Guide
Chapter 5: Customer Accounts & Sales

Chapter 5: Customer Accounts & Sales

Customer Account Records

Navigate to Customers > Customer Accounts
All active customer accounts will display on the customer accounts screen. The search and advanced search filters can be used to reduce the number of accounts showing in the results table. As a quick overview, users can see the account name, code, balance, postcode, main contact information and credit limits.

 

 

To view further information about the account, users can select actions then select show. This will display the account record. Across the top of the record there are 5 tabs – General, Documents and Transactions, Assigned Contacts, Notes and files. For simplicity, the general tab shows the main contact details along with a financial overview of the account followed by a breakdown of outstanding documents such as invoices, credit, payments, and receipts.

 

 

Under the documents and transactions tab users will find all historical records and transactions created for the selected account including complaints, quotes, orders, invoices, payments, etc. Further information regarding the historical data can be view selecting the ID number and new records can also be created from this screen select +new next to the relevant heading.

 

 

The assigned contacts tab will display all current contacts from the CRM module that are assigned to the main account. New contacts can be created selected the +new option in the top right of the screen. As standard, only the contact name, job title, mobile number and email will display however more information can be accessed by selecting the contact name which will open the contact record.

 

 

Under the notes tab users will see all pre-recorded notes against the account in date order, this will show the date created, title, notes and the user who created it. New notes can be added to the record selecting +note at the top of the screen. Notes should be added to accounts to record any actions that have taken place such as credit limit increases, amendments to account setting, calls, emails etc.

 

 

The files tab will display a list of files that have been stored against the account and new files can be uploaded by browsing to the file and selecting upload. To use the ‘files’ feature your Business Cloud system must have a drop box account linked in the system settings.

 

 

New Customer Accounts

To create new customer accounts, navigate to the customer account screen and select +new at the top of the screen. This will open the account record for users to populate. Data is split across 7 tabs including General, Account, Contact, Groups, Delivery Addresses, Notes and Tags. Work through the record populating all known details for the supplier. Not all fields are required, however if populated will follow through the system for easing business process and better & more accurate reporting.

Some of the fields we advise to populate are:

• Account status
• Preferred contact method
• VAT type
• EU Country
• Default sales account codes
• Default projects and / or departments
• Tags (free text fields to categories records together and can be filter on advanced search)

 

 

Sales Quote

Navigate to Customers > Sales Quotes
Quotes can be created in business cloud to send a documentation to customers outlining items and prices which can later be converted into a sales order making sales order processing much quicker as there is no need to re-enter details.

The quote form on screen is split into 4 sections, general, order items, document notes & delivery details. Under the general section users select the customer and / or contact they are raising the quote for. Once select the account details will display as per the selected account defaults which can be amended if required. Changes will only apply to the quote and will not update the account defaults. The system will prepopulate the quote reference following a numerical sequence. Opportunities must be created first before they can be linked to a sales quote. If linked, then the quote reference will display on the opportunity record.

 

 

Items can be added to the quote under the order items section selecting ‘+new line’ and searching by stock code or name. Some of the item’s details will be prepopulated as per the item record defaults however can be amended ad hoc if required. This includes the sales account nominal for the transaction, project, department, qty, delivery methods, due date and margin if enabled in the system settings.

 

 

Document notes can be added to the documentation by selecting the pre-set text from the document notes library, stored in the system settings, or by free typing into the notes fields. Delivery address details can then be entered manually under the delivery address section or selected from the available addresses to the left of the screen, populated from the customer account record.

 

 

Once a quote has been created it will be stored on the sales quote screen and can be converted into a sales order.

Sales Order

Navigate to customer > sales order

To create a sales order, select +New order at the top of the sales orders screen. This will load the sales order form, which is split into 4 sections, general, order items, notes & delivery details.

Under the general section users select the customer and / or contact they are raising the quote for. Once select the account details will display as per the selected account defaults which can be amended if required. Changes will only apply to the quote and will not update the account defaults. The system will prepopulate the quote reference following a numerical sequence. Opportunities must be created first before they can be linked to a sales quote. If linked, then the quote reference will display on the opportunity record.

 

 

Items can be added to the order under the order items section selecting ‘+new line’ and searching by stock code or name. Some of the item’s details will be prepopulated as per the item record defaults however can be amended ad hoc if required. This includes the sales account nominal for the transaction, project, department, qty, delivery methods, due date and margin if enabled in the system settings.

 

 

Document notes can be added to the documentation by selecting the pre-set text from the document notes library, stored in the system settings, or by free typing into the notes fields. Delivery address details can then be entered manually under the delivery address section or selected from the available addresses to the left of the screen, populated from the customer account record.

 

 

Once sales orders are saved, documentation can be sent to customer and the orders will sit on the sales order screen waiting for the goods to be picked & dispatched