The Sell module contains a file of customer details. This is maintained using the customer details tool:



Herschel holds the following key data about each customer:


Customer code

This is used throughout Herschel to identify the customer.

Full Name

The full name of the customer.

Main Telephone number

The customer’s main telephone number.

Main Fax number

The customer’s main fax number.

Delivery Address Number

The normal delivery address number of the customer.

Invoice Address Number

The normal invoice address number of the customer.

Certificate of Conformity

Whether the customer requires a certificate of conformity for their goods.

Sales market

This analysis field is free for you to use for your own customer classification system.

Sales Area

This analysis field is free for you to use for your own customer classification system.

Area 

This analysis field is free for you to use for your own customer classification system.

Country Code

Thcountry code of the country in which the customer is situated. For EC single market countries the codes required by your tax authority should be used. This code is used for analysis purposes.

Country Area

Whether the customer is a home marketnon EC or EC customer.

Currency

The default currency to be used for this customer's orders.

Credit Rating

The customer’s credit rating.

Credit Limit.

The customer’s credit limit.

Payment Terms

The payment terms for this customer.

Account Code

The customer’s account code (as used in your accounts package, for example).

Default Nominal Account

The customer’s default nominal account (as used in your accounts package).

Default Department

The customer’s default department (as used in your accounts package).

Default Tax Code

The customer’s default tax code (as used in your accounts package).

Tax Reference

The customer’s tax reference. Remember to include the country code for EC single market customers.

Settlement Discount

The usual early payment settlement discount percentage given to the customer.

Paid Within

The usual paid within period (in days) given to the customer if they want the settlement discount.

 

Herschel can remember up to five contacts, each with name, department, phone number and email:



Up to ten pricelists and discounts can be used for each customer:



Herschel can hold a default comment and up to ten lines of default header text to be printed on the customer’s documents: