---
title: "Customer Maintenance"
canonical: "https://kb.myframeworks.com.au/space/FRAM/28389894/Customer%20Maintenance"
format: markdown
---
# Overview
The **Customer Maintenance **screen allows you to create new customers and maintain your existing customers.
# Accessing Customer Maintenance
There are several ways for you to access the **Customer Maintenance** screen. These are:
1. Click the **Frameworks Menu** and enter **Customer Maintenance** into the **Search Box.**
2. Click the **Frameworks Menu **and navigate to **Receivables > Maintenance > Customer Maintenance** from the navigation tree.
3. From within the **Customer Dashboard**, for a selected customer, click **Maintenance.**
# Navigating Customer Maintenance
The **Customer Maintenance **screen has three main sections allowing you to create new customers or find and maintain existing customers.
1. The **Search Options and Results.**
2. The **Customer** **Maintenance Tabs.**
3. The **Command Buttons.**
# 1. Search Options and Results
In the **Search **field, enter the *customer name, short name or partial customer name, principal name or partial name, primary or any contact phone number or partial phone number, the customer's ABN (Australian Business Number) or the customer's ACN (Australian Company Number)* and click **Find** to view the customer you required to maintain.
Enable the **Template **checkbox and click **Find** to view all the template customers
The **Results Grid **displays the **Customer Number, Name **and **Group**. Click the **ID **hyperlink to view the supplier information in the **Customer Maintenance Tabs **section.
# 2. Customer Maintenance Tabs
The **Customer Maintenance Tabs **allow you to add and maintain information related to the selected customer.
## General
The **General Tab **contains customer (debtor) information related to:
- Customer Id and Name.
- Postal and Street Addresses.
- Contact Information (E-mail and Phone).
- Company Registration Details (ABN & ACN).
- Customer-specific messages.
Using the **Attachments** button you can upload important customer documents, such as contacts or credit References.
> ⚠️ You can upload multiple files, with a total size limit of 500 MB.
For more information on the General options, click here.
**Customer**
This will default to Zero and will auto-calculate to the next customer number on saving the new customer. If a specific Customer ID is required you can enter a unique customer number. This is a free-form alpha-numeric field.
> ⚠️ Once the customer has been created you are unable to edit this number.
---
**Template**
When creating a new customer the **Template** field will be displayed allowing you to search for a template customer, giving you a starting point when creating certain types of customers.
The **Template **checkbox is used to show if a customer is defined as a templated customer or when creating a customer, enable the checkbox when creating a new template customer.
> ✅ Refer to [Template Customers](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28390598)* *for more information.
---
**Customer Type**
Select the customer type from the drop-down menu.
> Macro (excerpt-include)
> ❌ No credit checking is performed in Point Of Sale, Sales Order Processing or Job Processing for **Hire Purchase** Customers.
---
**Name**
Enter the name of the customer. This is a free-form alpha-numeric field.
---
**Legal Name**
If required, enter the customer's legal entity name.
---
**Postal Address, Suburb/City, State, Post Code**
Enter the customer's postal address details
> ℹ️ When updated, the **Reward Card Maintenance** details are also updated, if the customer has a rewards card registered in their name.
---
**Street Address, Suburb, State**
Enter the customer’s main company address details.
---
**Principal Name**
Enter the name of the principal in the company.
---
**Contact Name**
Enter the main contact name. This field is used to store the name of the person who is usually contacted by the customer organisation if there is an issue with the account.
> ℹ️ When updated, the **Reward Card Maintenance** details are also updated, if the customer has a rewards card registered in their name.
---
**Short Name**
Enter an alternate customer name (alias) to be used for report sorting.
> **For example**, the customer has a new trading name, however, you've worked with this customer for many years with their original name, and would like to retain the original name for reference.
---
**Phone (B)**
Enter the business phone number for the customer. If the main contact has been defined then this phone number is added to the contact record. Refer to the **System Table > Contacts **for further information.
> ℹ️ When updated, the **Reward Card Maintenance** details are also updated, if the customer has a rewards card registered in their name.
---
**Phone (H)**
Enter the customer or the contact person's home phone number if known.
---
**Phone (M)**
Enter the customer's mobile phone number if applicable.
> ℹ️ When updated, the **Reward Card Maintenance** details are also updated, if the customer has a rewards card registered in their name.
---
**Fax No.**
Enter the customer's fax number if applicable.
> ℹ️ When updated, the **Reward Card Maintenance** details are also updated, if the customer has a rewards card registered in their name.
---
**Aust Company No**
If required, enter the customer's registered [Australian Company Number (ACN)](http://asic.gov.au/for-business/starting-a-company/how-to-start-a-company/australian-company-numbers/) which must be shown on a range of documents. The ACN can be used when searching for a customer via the **Customer Dashboard** and **Customer Maintenance** screens.
---
**Aust Business No**
If required, enter the customer's registered eleven-digit [Australian Business Number (ABN)](http://www.business.gov.au/registration-and-licences/Pages/register-for-an-australian-business-number-abn.aspx) which identifies a business to the government and community. The ABN can be used when searching for a customer via the **Customer Dashboard** and **Customer Maintenance** screens.
---
**E-Address**
Enter the email address of the selected customer. To add multiple email addresses, separate each email id with a semi-colon; with no spaces in between the email addresses
> ℹ️ When updated, the **Reward Card Maintenance** details are also updated, if the customer has a rewards card registered in their name.
> ⚠️ Changes to the customer email address in Frameworks will be synced with ProStix but if an email address is amended through the ProStix ETM settings, it will not be picked up by Frameworks. Therefore it is recommended that customer email updates are performed in Frameworks to avoid this issue.
---
**Web Site**
Enter the customer's company website.
---
**Message**
Enter any messages applicable to this customer. This field is used to hold any comments about the customer. There are three comment lines available and any comments entered are displayed in the **Sales Order** and **Point of Sale** programs when attempting to process a sale for the customer.
---
**Personal Data**
Enter any personal information applicable to this customer.
---
## More Data
The **More Data Tab **contains a range of customer accounts-related data, such as:
- Customer Authorisation Password
- Sales Rep and Account Supervisor assignment
- Invoicing and Statement details
- Customer and Discount Group assignment
- Contact and Account Preferences
- Default Delivery Fee
- GL and other Account References
For more information on the More Data options, click here.
**Password**
If required, an alphanumeric password may be entered to prevent unauthorised persons from using the account.
At Point of Sale, the transaction will not continue unless the password is entered. If no password is entered into this field, the customer is not required to enter a password.
---
**Statement Type**
Select **Open Item** or **Balance Forward** from the drop-down selection** **to select the style of statement to be used for that customer.
---
**Account Supervisor**
Enter the name of the person within your organisation that has been assigned to this customer to supervise credit controller or use the **Finder** icon to search the **User Finder** window.
> ℹ️ This field is used for reporting purposes.
---
**Sales Rep No**
Enter the number of the sales representative (account manager) assigned to this customer or use it to search. There are a number of sales reports that are filtered by a sales representative.
---
**Customer Group**
Select the customer group for this customer from the drop-down menu.
A Customer Group is a way of grouping similar customers together, for example, builders, plumbers and so on and is usually used for promotional purposes.
---
**Discount Group**
Select the discount group number for this customer from the drop-down menu.
A Discount Group is a way of grouping customers together who attract the same level of discount. For example, builders may attract a 2.5% discount while plumbers may attract 5%. Multiple Discount Groups can be assigned to a Customer Group to allow flexible discounting.
---
**Invoice Type**
Select the appropriate invoice option from the drop-down menu.
- **Full Details: **All products and quantities on the order
- **Section Summary: **The extended price of each section within a delivery.
- **Job Summary: **The total price of the Job.
---
**Invoice Freq.**
Select the invoice frequency of daily, weekly or monthly from the drop-down selection. The scheduled invoice output task used this frequency to determine which customers receive their invoices and when.
---
**Home Company**
Select the home company number this customer belongs to from the drop-down menu.
---
**Home Branch**
Select the branch number this customer belongs to from the drop-down menu.
---
**Charge to Acct**
Enter the customer account number for the customer to whom financial transactions should be posted. Use the **Finder **icon to search the **Customer Finder **window.
If a customer number is entered, all financial transactions for this customer are re-directed and posted to the **Charge To (master) account**.
The credit check is performed against the master account using a balance derived from itself and all the related sub-accounts linked to it (including orders if System Tailoring Flag **'CusOrdChk'** is set to **'Yes'**).
- When the Accounts Receivable data is created, the master account references the sub-account to link back to the original transaction for A/R enquiries such as Invoice Enquiry.
- Sales enquiries at the master level remain at the master level and do not show sub-account customer sales. They stay against the customer they were created against.
- All payments must be conducted at the master level; a sub-account is blocked from having payments made to it. There is an enquiry to list the sub-accounts of a master account.
- There is validation to prevent a master account from being deleted if there are still sub-accounts pointing to it and validation to stop a master account from being a sub-account of another master account.
---
**G.L.N.**
Enter the [Global Location Number](https://sterlandsupport.atlassian.net/wiki/spaces/prostix/pages/31100857/Identification+Codes#IdentificationCodes-Global-Location-Numbers) assigned to this customer. This is then used in any electronic trading document sent to this customer.
---
**Statement Acct**
Enter the customer number for the store the customer requires their statements to be sent to. Use the **Finder **icon to search the **Customer Finder **window.
> **For example:**
>
> The head office customer number to which this customer's monthly statements are to be forwarded. Some larger businesses prefer their monthly statements to go to one location such as Head Office.
---
**Output Preference **(NuVu Output Pref)
Select the appropriate default output option from the drop-down selection. You may choose to **Print**, **Email** or **Fax** invoices and statements to the customer.
---
**Sales Territory**
Select the sales territory from the drop-down menu. This option allows filter a range of reports by sales territory
---
**Default Delivery**
Enter the default delivery charge to be debited to this customer account for sales made through the **Point of Sale** or **Sales Order Processing** programs that require delivery.
The delivery amount must always be entered as the GST Inclusive amount.
---
**Share Allot No**
If the customer is a shareholder, enter their shareholder allotment number.
---
**No House Starts**
Enter the number of houses a builder builds per year. This then gets used when exported to BI (Business Intelligence) tool to calculate the Whole Of House segment sales analysis.
---
**Share Holding**
Enter the shareholder’s shareholding number.
---
**Internal Control**
Enter the General Ledger (GL) Account for Internal Control. This field is used only for internal customers and is the GL account that sales are posted to. Use the **Finder **icon to search the **GL Account Finder **window.
---
**Store Code**
Enter the Store Code.
---
**Loyalty Card**
Enter the customer's loyalty rewards card ID.
---
**Charge Delivery**
Enable if you want this customer to be charged the default delivery fee.
---
**Trade License**
Enter the Tradesman's Licence Number. No validation is performed on this field.
---
**External Reference**
Enter a reference that may be used by an external product, possibly via an API or an export.
---
**BPay Reference**
Displays the customer's **BPay Reference **allowing for the Bpay Remittance Statement to be electronically reconciled to the customer. This number is generated automatically on the creation of a new customer.
> ℹ️ If a **Biller Code **has been defined in the **Company Maintenance**, by default the customer's BPAY Reference number will be created as such:
> ℹ️
> ℹ️ - *[Zero (0)][Customer ID][Randomly Generated Number]*. For example, if the Customer ID is 71144 the BPAY Reference Number might be 0711442
> ℹ️
> ℹ️ If a **Biller Code **and a **BPAY CRN Prefix** has been defined in the **Company Maintenance**, by default the customer's BPAY Reference number will be created as such:
> ℹ️
> ℹ️ - *[BPAY Prefix][6-digit Customer ID][Randomly Generated Number]*.
> ℹ️ For example:
> ℹ️ - If the Customer ID is 71144
> ℹ️ - The BPAY CRN prefix for the customer’s assigned Home Company is 753
> ℹ️ - The BPAY Reference Number might be 7530711442
> ℹ️
> ℹ️ **BPAY Reference Number via API**
> ℹ️
> ℹ️ You can use the following Frameworks API's to allow for a 3rd Party system to maintain your customer's BPAY Reference Numbers.
> ℹ️
> ℹ️ - GET/v1/customer/details
> ℹ️ - POST/v1/customer/create
> ℹ️ - POST/v1/customer/update
> ℹ️
> ℹ️ When used the above default method will be overwritten by the API defined BPAY Reference Number.
---
**OSB Reference**
Displays the customer's **OSB Reference **allowing for the OSB Remittance Statement to be electronically reconciled to the customer. This number is generated automatically on the creation of a new customer.
> ℹ️ The **OSB Bank **BSB number and an **OSB Prefix** is defined in **Company Maintenance** and by default the customer's OSB Reference number will be created as such:
> ℹ️
> ℹ️ - *[OSB Prefix][6-digit Customer ID]*.
> ℹ️ For example:
> ℹ️ - If the Customer ID is 71144
> ℹ️ - The OSB prefix for the customer’s assigned Home Company is 669
> ℹ️ - The OSB Reference Number will be 669071144
---
## Flags
The **Flags Tab **is where you define the customer-specific options according to your specific business needs. These options allow you to define the following:
- Additional account settings
- Specifications for displaying and printing dockets
- Options around invoices and statements.
- Agreed pricing requirements
For more information on the customer flag options, click here.
**Internal Account**
Enable to define this account as an internal branch transfer customer. This customer equates to another branch of your organisation. Internal accounts allow you to sell stock to other branches in your organisation and keep those sales separate from the normal sales of each branch.
---
**Branch Transfer**
Enable if the branch transfer system is used for internal sales.
---
**Order No. Required**
Enable if the customer requires purchase order numbers printed on their invoices.
---
**Settlement Discount**
Enable if this customer attracts a settlement discount for early payment.
> ℹ️ If you have enabled the **Provisional Discount** field, you cannot enable this check box.
---
**Provisional Discount**
Enable if a provisional discount has been calculated for this customer.
> ℹ️ If you have ticked the **Settlement** **Discount** field, you cannot enable this check box.
The difference between the Settlement Disc field and the Provisional Disc field is that if a customer does not take advantage of the Provisional Discount amount, the amount is still recorded in a separate G/L account.
> ⚠️ The provisional discount option was specifically developed for a customer. This development requires specifically customised stationery. Please consult with [Support](https://kb.myframeworks.com.au/page/support) before activating this option.
---
**Invoice with Goods**
Enable if the customer requires an invoice with every delivery. An invoice prints on releasing an order in the Sales Order Processing program.
---
**Hide Price Invoice**
Enable if the line prices on an invoice print are to be suppressed and only the invoice total is printed. This field applies to selected formats only.
> ℹ️ Contact [Support](https://kb.myframeworks.com.au/page/support) for an up to date list of applicable formats.
---
**Account Fee**
Enable to charge this customer an account-keeping fee each month. These fees are applied in the Administration Fees and Interest Charges activity.
---
**Hide Price at POS**
Enable if the customer wishes to hide prices on **Point of Sale** dockets.
---
**Suppress POS Docket**
Enable if the customer wishes to not receive a **Point of Sale** docket.
---
**Will Receive Conf**
As part of central order processing, enable for the customer to receive an order confirmation printout.
---
**Consolidate Interim Invoices**
Enable for Interim invoice consolidation to be turned on for the customer.
The Consolidated Interim Invoices functionality enhances the existing interim Invoice functionality by allowing customers flagged with this functionality to have their invoices sent to the Consolidated Interim Invoice queue. Invoices wait to be selected and consolidated before being eligible for release via Interim Invoicing.
> ⚠️ Interim Invoice feature codes **INT** and **INC **MUST be active for this function to work.
---
**Account Hidden**
Enable to hide the customer from standard searches and reports.
---
**Central Allocations**
Enable to mark the customer for use with Central Allocations processes, such as centralized delivery or invoicing.
---
**Order Number Unique**
Enable if you require each **Customer Order Number** to be unique for each transaction.
> ⚠️ If the system setting flag **SOPDupCOrd **is enabled you will be notified that the order number is a duplication prior to saving the header details.
---
**Restrict Mighty Rewards**
Enable to prevent the customer from registering for a Mighty Rewards account, typically used for generic or shared accounts.
---
**Job Credit limit Active**
Enables job-specific credit limits for the customer. Each job can have its own credit limit in addition to the overall customer limit.
---
**Delivery Details Required**
Enable to require delivery details to be entered for all transactions with this customer.
---
**Priced Picking Slip**
Enable if prices on picking slips are required for the customer.
> ℹ️ The system setting flag **RecPPSlip** allows you to define the default setting of Priced Picking Slips for new customer creation.
---
**Show discount on Invoice**
Enable to show discounts on the customer invoices or disable to just show end price (discount included price).
> ℹ️ The system setting flag **CusDscIDef **allows you to define the default setting of show discounts on the customer invoices for new customer creation.
---
**External Promos**
Enable if the customer participates in external promotions.
This information is used to keep track of customers who like to participate in any Trade Show type of promotions that you might run.
---
**Casual Account**
Enable if the customer is a casual account.
Casual accounts allow customers, such as owner-builders, to have a temporary account while building. They are automatically deleted once the account has a zero balance and there has been no activity on the account for a specified number of days, as defined by the Numeric System Setting **RecCusDel**, from the last month-end.
---
**Print Statement**
Enable if a printed monthly statement is required for this customer.
---
**Wholesale Customer**
This field pre-dates GST. Ensure it is **unticked**.
---
**Accommodation Charge**
Enable if an accommodation charge is to be added to each invoice for this customer. Frameworks then automatically calculates the amount of charge applicable for each invoice based on the percentage value set in the amounts system setting **SOPAccChg**. When payment is received, you can choose whether or not to subtract the charge as a discount if the customer has not paid within their trading terms.
---
**Export Customer**
Enable if this customer's transactions are primarily exports. Sales to export customers are exempt from GST.
---
**Retail POS Docket**
Enable to print the Retail Price on **Point of Sale** dockets and Priced Picking Slips.
This allows you to charge the customer their normal discounted or contracted price while having the standard retail price print on any dockets that might then be handed on to a third party.
---
**Auto Allocate Payments**
Enable to auto-allocate payments on the account.
When enabled, the **Customer Payments** grid will be locked and payments will be assigned via a scheduled task (from oldest to newest, excluding disputed invoices) to outstanding invoices.
---
**Exclude from Creditworks**
Enable to exclude the customer from being extracted and sent to Creditworks.
> ⚠️ Only for customers requiring to send data via the Creditworks integration.
---
**Jobs Mandatory**
Enable this to make linking a customer's transaction to a job during creation or maintenance mandatory. If disabled, the field remains optional.
---
**Agreed Price Under Required**
Enable to turn on the Agreed Price under calculations. Agreed Price Required needs to be ticked for this option to be available. (Order total is less than the Agreed Price)
---
**Agreed Tolerance Price**
Enter the $ value of the tolerance if the **Order Total (Inc GST) **is **> **the **Agreed Price **(The Order Total has exceeded the Agreed Price and is beyond tolerance)
---
**Agreed Price Under Tolerance**
Enter the $ value of the tolerance if the **Order Total (Inc GST) **is **< **the **Agreed Price **(The Order Total is below the Agreed Price and beyond tolerance)
With interim invoicing enabled, when an order is released with a released order value more than the **Agreed Price Under Tolerance **below the agreed value, then the order will be automatically held in the Interim Invoice queue for review.
---
This is the percentage amount to calculate the Agreed Price tolerance with.
- If the **Agreed Tolerance % **calculates the tolerance to be **less than** the **Agreed Tolerance Price, **or closer to the **Order Total, **then the **percentage** **value** will be used.
- If the **Agreed Tolerance % **calculates the tolerance to be **more than **the **Agreed Tolerance Price, **or further from the **Order Total, **then the **tolerance** **value** will be used.
This is the percentage amount to calculate the Agreed Price tolerance with.
- If the **Agreed Tolerance % **calculates the tolerance to be **less than** the **Agreed Tolerance Price, **or closer to the **Order Total, **then the **percentage** **value** will be used.
- If the **Agreed Tolerance % **calculates the tolerance to be **more than **the **Agreed Tolerance Price, **or further from the **Order Total, **then the **tolerance** **value** will be used.
---
## Credit Data
The **Credit Data Tab **allows you to define and maintain customers' credit terms, such as:
- The customers' credit status
- Credit Limits and Grace periods
- Bank Details
- Payment Terms
> ⚠️ To make changes to a customer's account status and credit limits, you must be set up as a Credit Manager.
For more information on the Credit Data fields and options, click here.
**Status**
Select the appropriate option from the drop-down selection**.**
> Macro (excerpt-include)
---
**Hold Status**
> Macro (excerpt-include)
---
**Risk Category**
Select a number between 0 and 9 to indicate how great a risk this customer is considered by the company via the drop-down selection. 9 is considered high risk.
---
**Credit Limit**
Enter the $ value for the credit limit.
> Macro (excerpt-include)
---
**Interim Invoice Limit**
Enter a value the customer is allowed in interim invoices.
If the customer does not have enough balance to add the transaction as an interim invoice the transaction will need to be processed as normal until the queued interim invoices have been processed/posted and the amount queued in interim invoices falls below the limit.
---
**Credit Age**
Select the credit age from the drop-down menu.
> Macro (excerpt-include)
---
**Credit Grace**
Enter the $ amount by which customers may exceed their credit limit before orders are stopped.
> Macro (excerpt-include)
---
**Payment Term Code**
Enter the payment term code for the customer. Use the **Finder **icon to search the **Payment Terms Finder **window.
The list of payment terms is defined in the ** Payment Terms Maintenance** window and is customised to suit your business’s needs. The payment term description is displayed next to this field once selected.
---
**Interest Charge**
Enable to charge this customer with interest on overdue amounts each month. This interest charge is applied by the **Administration Fees and Interest Charges** activity.
---
**Interest Free Days**
Enter the interest free period for charging interest.
> **For example**, If you set the interest free days to 60, then any amounts that fall into the 60, 90 or 120 day periods at month end would be charged interest as defined in the **Credit Age** field (above).
---
**Date Opened**
This field automatically defaults to the current system date when the account was opened. It is for information only and is not used in any reports.
---
**Approved by**
Enter the user ID for the person who approved the credit details of the account.
> ℹ️ This does not need to be a Frameworks user.
---
**Bank Name**
Enter the name of the customer's bank (For example. Westpac, NAB). The data typed into this field should refer to the bank at which the customer's bank account is held and is used when receipting payments from the customer. The information is used to produce a bank deposit list.
---
**Bank Branch**
Enter the bank branch (For example Gosford, Sydney, Melbourne). The data typed into this field should refer to the branch at which the customer's bank account is held and is used when receipting payments from the customer. The information is used to produce a bank deposit list.
---
**Bank BSB No**
Enter the BSB number for the customer's bank account.
---
**Account Name**
Enter the name that the customer's bank account is held in. The name typed into this field is used when receipting payments from the customer. The information is then used to produce a bank deposit list.
---
**Last Review**
Enter the date this account was last reviewed. is available to select from.
---
**Date Closed**
The date the customer's account was closed.
---
**Locked**
Enable to lock the **Status** field so that other users cannot change the **Status**, including those in the Credit Department. This is used when legal action is being taken to recover debt to ensure that no more goods are sold to this customer on credit.
> ⚠️ This can only be performed by users who are Credit Managers.
---
## Credit References
The **Credit References Tab **contains the credit reference details that have been given by the customer.
> ✅ **Don't forget **on the General tab you can used the **Attachments **button to store any credit applications or trade reference documents for easy access.
For more information on the Credit Refences options, click here.
**Reference Name**
Enter the name of the company that gave the reference for the customer.
---
**Date**
Enter the date this customer started trading with the referee or the date the reference was issued.
---
**Days**
Enter the number of days in which the customer paid their account held with the referee.
---
**Monthly Amount**
Enter the $ amount for the average monthly purchases of the customer from the referee.
---
**Paid-up Capital**
Enter the $ amount of upfront capital invested by the customer into their business.
> ℹ️ To help protect your company against bad debts, this may be a necessary amount to find out.
---
**Finance Source**
Enter the financial institution code, if this customer is financed by a recognised institution.
---
**Director’s Guarantee**
Enable to show you have asked the question and have current company directors guarantee to pay any debt outstanding if their company goes bankrupt.
---
**Bank Opinion**
Enable to show that a bank opinion was obtained regarding the customer credit rating.
---
**Company Search**
Enable to show that a company search has been performed on the directors of the company.
---
## Trade Portal
The **Trade Portal Tab **is where you define which customers can access the trade portal and what pricing is displayed.
- If a customer is **Web Enabled** they can access Trade Portal via a self-registration process.
> ⚠️ **Note**: Real-time product pricing, based on your Pricing Hierarchy, is available within the Trade Portal for your customers. Ensure that the system setting flag **TPPricePAM** is disabled.
For more information on the Trade Portal options, click here.
**Web Enabled**
Enable to allow the customer to register for the Trade Portal. Customers are able to access the Trade Portal via a self-registration process and this must be ticked to allow that process.
---
**Show Retail At Web**
Enable for retail prices to be shown on the Trade Portal.
---
**List View Price for TradePortal**
Select the product list price to be shown on the Trade Portal from the drop-down menu.
- Trade Prices
- Retail Prices
---
**Show Retail Price Column on TradePortal**
Enable to show a retail column on invoice view in Trade Portal.
---
**Show Trade Price Column on TradePortal**
Enable for the Trade pricing to be shown on the Trade Portal.
---
**Show Best Price Column on TradePortal**
Enable for Customer Price Column to be shown on the Trade Portal.
---
## Sub Accounts
The **Sub Accounts Tab** displays a list of any sub accounts linked to this customer, making this customer the master account. Any invoices generated by a sub account will be charged to the master account
> ℹ️ To link a sub account to a master account, on the **More Data** tab use the **Charge to Acct** to select the master.
## Shareholder
The **Shareholder Tab** allows you to:
- Enable the **Shareholder? **checkbox to add the customer as a shareholder.** **
- Enable the **Is Active **checkbox to update and maintain if the customer share purchase has been approved and the customer is now an **Active** shareholder.
- Select the **Share Program** the customer is a part of. Use the **Finder** icon to search the **Share Program Finder** window
> ℹ️ **Note:** All of the other information is auto-populated, based on already entered customer information.
## Brands
The **Brands Tab** allows you to update and maintain the list of brands a customer is linked to.
With brands, you can divide your business or branches by a brand or division, for example, Trade and Retail.
Brands link to branches via **Branch Maintenance**, allowing you to filter by **My Brand Only** when searching for customers to only display customers with brands linked to your logged-in branch. Also, each branch can have custom stationery.
1. Click **Add** to apply a new brand to the customer
2. In the **Brand ID **field, enter the brand Id or use the **Finder **icon to search the **Brand Finder **window.
## Order No. Rules
The **Order No. Rules Tab** contains any rules for the Customer's Order Numbers. Specific rules regarding the structure of a customer's order numbers are often needed.
> **Mask Example: **A(3)-9(6) = abc-123456 the hyphen will always be displayed.
Some customers can provide different layouts for order numbers depending on the source of the order number. Also, some customers who mandate that their order numbers be unique can provide particular iterations of the same order number to represent a replacement of the previous order. In these cases, only a portion of the order number is checked.
> ⚠️ **Important: **The system setting flag **FWManCusOr **must be enabled to access and maintain customer order number rules.
For more information on the Order No. Rules options, click here.
**Prompt**
Enter the label to be displayed for the rule on the Mandatory Customer Order Number Maintenance window
---
**Mask**
Enter the valid format for this field. The rules are:
- **X** = Any single character
- **N **= A digit or a letter, blank not allowed
- **A **= A letter, blank not allowed
- **9 **= A digit, blank not allowed
- **(n)** = How many times to repeat the previous format character
- Any other characters are displayed as they are. For example, if the rule mask is A(3)-9(4) the hyphen will always show.
---
**Min Length**
Minimum number of characters (0 means non mandatory).
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**Min Unique**
The minimum number of unique characters.
---
**Validated Length**
The number of characters to be checked against existing transactions. The minimum length.
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**Group**
The group within which the mandatory nature of components applies. For example, if there is a Group 1 and Group 2 and one of the parts of a group is entered then all of that group needs to be completed. Only one of the groups needs to be completed.
---
## Attributes
The **Attributes Tab** contains the customer's attributes. Use customer attributes to store further information like:
- Extra customer contact details such as birthdays, interests and additional contact details.
- Marketing information.
- Customer Relations (CRM) information like market or owner.
Simply put, attributes are user-defined fields.
> ℹ️ **Note: **If a customer attribute has been defined with the **Auto Add **checkbox enabled, it will be applied automatically upon the creation of a customer.
For more information on the customer attributes, click here.
**Category**
The attribute's category. Use the **Finder **icon to select an existing attribute category.
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**ID**
The attribute's ID. Use the **Finder** icon to select an attribute ID.
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**Value**
The attribute's value. Use the **Finder **icon to select the relevant value.
---
## Substitution
The **Substitution Tab** allows you to define the product substitution method at the customer level.
Here you can set how the product will be handled, by Frameworks, once it's substituted. Using the system setting flag **ProdSubtInv**, you can define a different method to the default substitution method set.
For more information on the Substitution options, click here.
**Substitution Method**
1. **None (use tailoring code: ProdSubtInv setting)**: If this is selected it will use the value set (SUB/ORD) under the System Setting - General > ProdSubtInv (see above)
2. **Supply new product but keep existing product** (ORD): Upon releasing the order, the following will happen:
1. The substituted product will not be part of the invoice. However, the system will perform a stock adjustment to reduce the stock level of the substituted product.
2. There will be another stock adjustment to increase the stock level of the original product (as it was originally out of stock / SOH was lower than available).
3. The original product will be invoiced; the stock will be reduced as per the normal process (sales Invoice Update).
4. The original product will have a line comment saying “Substituted with: ”
3. **Replace existing product **(SUB): Upon releasing the order, the following will happen:
1. The substituted product will be saved in the invoice.
2. The original product will not carry over to the invoice when there is NOT any picked qty.
3. The substituted is the one that will be invoiced thus; the stock will be reduced as per the normal process.
4. The substituted product will have a line comment saying “Supplying in lieu of ”
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**Hold Price**
Enable the Hold Price option to keep/hold the price of the original product that was added to the original sales order. This option is typically used when the Replace existing product or SUB option is selected.
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## Stationery
The **Stationery Tab** contains the email addresses and export type information related to invoices and statement blasts.
For more information on the Stationary options, click here.
> ℹ️ **Scheduled Invoice Send**
**Email Addresses (PDF)**
Enter the email address of the customer you want to send the PDF versions of the scheduled invoice/s to.
> ℹ️ **Note: **If no email address is added, the **E-Address **defined** **on the **General **tab will be used.
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**Individual Invoice Emails**
Enable to send individual emails for each invoice or disable to send one email with all the invoices.
---
**Invoice Export Type**
The invoice export allows you to send your customers an invoice file they can use to import your invoices into their 3rd party accounting system.
From the drop-down menu select the export type required. This defaults to None. The Invoice Export Types currently available are:
- Xero Invoice
- ETM Invoice: Additional information required
- Tradify Invoice
- Simpro Invoice
- CSV Invoice
- Fergus Invoices (There are 3 versions of this export; Standard format, ITM and Teds )
> ℹ️ Additional export types can be configured within the** Invoice Export Types - Formats** system table under **System Administration > System Setup > Receivables **in the Frameworks menu.
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**Email Addresses (Export)**
Enter the email address of the customer you want to send the export file of the scheduled invoice/s to.
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**Export Directory (ETM Invoice)**
Use this field to customise the invoice export directory. This, and the following fields, become available when the ETM Invoice is selected as the invoice export type.
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**Export Filename (ETM Invoice)**
Customise the export filename using this field.
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**Sender Id (ETM Invoice)**
Customise the sender ID using this field.
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**Receiver Id (ETM Invoice)**
Customise the receiver ID using this field.
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> ℹ️ **Statement Blast**
**Statement Email Addresses**
Enter the email address of the customer you want to send the statements to.
> ℹ️ **Note: **If no email address is added, the **E-Address **defined** **on the **General **tab will be used.
---
# 3. Command Buttons
The command buttons on the customer maintenance screen allow you to:
- Create a **New **customer.
- **Copy** a customer to create a new customer
- **Save **any changes made to a customer.
- **Cancel** any changes made to a customer.
- **Delete **the selected customer.
- **Close** the customer maintenance screen
> ⚠️ **Important:** You can NOT delete a customer with outstanding unpaid balances.
# Additional Information
For releated system settings, click here.
The below system settings may be used to customise the functionality of your Frameworks instance.
| System Settings - Flags | Flag Purpose |
| --- | --- |
| **CusDscIDef** | New Customer - Default for Show Discount on Invoice |
| **CusOrdChk** | Credit check to include all outstanding orders |
| **FWManCusOr** | Mandatory customer purchase order numbers in use |
| **FWGLAFIND** | Make the gl analysis code a finder instead of a drop-down |
| **FWRecAgeL** | Display relevant month names for aging labels |
| **FWPayAlloc** | Customer Payments - Use full invoice value when allocating instead of the balance of the payment |
| **RecPPslip** | Default Customer flag - Priced Picking Slip |
| **RecStPrtZrP** | Print zero dollar payments on customer statement |
| **SOPDupCOrd** | Check for duplicate customer order numbers in SOP |
| **TPPricePAM** | Tradeportal Pricing sourced from PAM Database |
| System Settings - General | Settings Purpose |
| --- | --- |
| **SOPAccChg** | Product No. representing Accommodation Charge |