Create a Customer Code

System Location: Settings > Tables > Customers

Customer Codes provide the means to store contact and credit information for businesses that parts and / or services are sold to.

For additional details on the fields covered here, along with information for those that are not, please see Tables > Customers in the help file.

  1. Click the Settings button.Settings_Button
  2. Open the Tables dropdown menu.
  3. Select Customers.
  4. Click New (located at the top of the page.)

Provide Values

Provide information for the fields listed below at a minimum to take advantage of JobBOSS2's reporting and analysis tools in addition to benefiting from its ability to pass information along from one part of the software to another. The Header Areas referenced can be accessed by scrolling down the page or by clicking the appropriate option in the Header Navigator Bar (pictured.)

The User-Defined Section and related information will only be available if the User has been granted adequate permissions within User Maintenance.

General Section

An asterisk [*] indicates a required field.

  1. Provide information as appropriate:
    • *Customer Code: Must be unique
    • Customer Name: Name to appear on correspondence and printed forms
    • Phone Number: Main company phone number for the customer
    • Sales ID: Recommended to create a House Account ID if no salesman
      • Required if QuickBooks Interface is enabled
    • Work Code: Depending on the selection in Company Maintenance regarding Customer Billing, this can function for both A/R Billing and / or filtering options on reports and search grids
    • *Currency Code: Determines the currency used for financial transactions with the customer
Contacts Section
  1. Click Add Row (located above the grid) to enter a new contact for the customer.
  2. Provide information as appropriate:
    • A/P (check box): Select if this contact is responsible for dealing with accounts payable related issues for the customer
      • A/P Contacts are the ones to call regarding issues with A/R invoices sent to and cash receipts received from the customer
    • Phone Number: Can edit if contact has a direct number different than the company’s number
    • Ext: The Contact’s phone extension
    • Email Address: This can be used to email forms and reports from within JobBOSS2 to the contact
  3. Add as many rows as needed by repeating the steps above.
Billing Address Section
  1. Use Line 1 and Line 2 to indicate the physical street address for billing purposes as appropriate.
  2. Enter a valid ZIP / Postal Code.
    • The system will automatically fill in the remaining address fields when a valid Postal Code for the United States or Canada is provided.
Shipping Address Section
  1. Click Add Row (located above the grid) to enter a new shipping address for the customer.
  2. Enter a unique value for Location.
  3. Edit the Ship To Name if necessary.
  4. Use Address Line 1 and Address Line 2 to indicate the physical street address for the specified Location for shipping purposes as appropriate.
  5. Enter a valid ZIP / Postal Code.
    • The system will automatically fill in the remaining address fields when a valid Postal Code for the United States or Canada is provided
  6. Change or enter any remaining information needed for this shipping address.
  7. Add as many shipping addresses as needed by repeating the steps above.
Comments Section
  1. Provide information as appropriate:
    • Comments to Customer: This information will appear on correspondence and printed forms sent to the customer.
    • Comments About Customer: This information is internal to the customer file
Credit Section
  1. Provide information as appropriate:
    • Minimum Order: If a value greater than zero is provided, the system will prompt if an order is entered for the customer for a value less than the one entered here.
    • Credit Limit: If a value greater than zero is provided, the system will prompt when an order is entered if the total amount of outstanding A/R invoices for the customer is greater than the amount entered here.
    • Terms Code: Terms offered to customer with regards to payment of invoices
      • Terms Code is a required field on A/R invoices
      • May be required on customer if an accounting interface is used
    • Tax Code: Default tax code used on sales related transactions
      • Tax Code is a required field on A/R invoices.
      • It is recommended to create an EXEMPT Tax Code for use with financial transactions that do not require the collection of taxes.
    • Credit Status: Select the appropriate status for the customer
      • Open Account: Quotes and orders can be created for the customer
      • Hold Until Account Is Current: User receives a prompt when quotes and orders are entered for the customer, but they can be created
      • Hold Until Further Notice: Quotes and orders cannot be created for the customer
  2. Click Save to save the record.
    1. Use the Save dropdown menu if you want to create a new record or print a report upon saving.