Customer

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Icon.Customer.png The Customer module, located in the Sales group, allows customer information, including addresses, groups, and details to be added and edited.

Contents

Module buttons
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New Button.png New creates a new customer.

Save Button.png Save saves any changes made to the customer.

Delete Button.png Delete deletes a customer.

Push To Button.png Push To uploads or syncs the currently open Fishbowl customer to Pipeline.

Pull From Button.png Pull From downloads or syncs all accounts from Pipeline that are set to by synchronized.

History Button.png History opens the Purchase History report for the customer.

Check Balance Button.png Check Balance Gets the customer's balance from the accounting system. Also available on the sales order.

Email Button.png Email attaches the module's default report to an email, if email is configured.

Print Button.png Print sends the default module report to the printer.

How To Button.png How To opens this article in a web browser.

Refresh Button.png Refresh reloads whatever is currently open in the module.

Create a New Customer
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Before we begin, the first thing to know is the only required fields when creating a new customer are the name and the street address. Once a Customer has been created, the information entered may be edited at any future time if necessary. The following steps will help create a new customer in your Fishbowl database.

In the Sales Module Group choose the Small.Customer.png Customer module. This will open the Customer Details screen. On the left you will see a listing of all existing Customers in the Customer Module Search Panel. Click on the New icon located on the module toolbar to launch the Customer Wizard.

Enter the Customer's name and Customer's number (optional) in the appropriate field. This first step also allows the user to specify a Customer Job if desired. All of the Customers currently shown within the Customer Module will appear in the Customer Jobs drop down menu. Once the information on step 1 has been entered, choose Next.

Create new Customer.png

Next you will reach the address section. Fill out the information for a Main Address and click Next. If multiple addresses for a Customer such as a Bill To, Ship To, etc. they may be done via the Customer Import or through the Address tab. In the following screen you can enter your Customer's phone number, fax number, mobile number, other number and e-mail address. Enter as many or as few of the fields as you desire. When you have finished, click Next.

Next is the Customer Details screen. This is the accounting portion assigned to each customer. You will choose the shipping terms, default terms, tax rate and status of this customer. A note field is also available. A few details are described below.

Click Next when finished.

You may now assign the customer to a Customer Group if you wish. If you have created Customer Groups you may add your New Customer to one of them using the blue arrows in the center. If not, you may go back and create a Customer Group first and then add a Customer to a specified group.

New Customer Add Group 2.png

Click Finish to add the new customer to Fishbowl. Customers can also be created using a CSV Import.

Modify an Existing Customer
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After a customer has been created their information may be modified at any time in the customer module.

To edit a customer, Double click on any customer from the Search Panel.

Any desired changes may be made by clicking the various tabs. For an explanation of each tab, see the TABS section. Remember to click the Save icon from the module toolbar after any modifications are made.

Delete a Customer
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Delete a Customer

Deleting a Customer can only be done when the Customer is brand new and has not been attached to any orders. Once it has been used, a Customer cannot be deleted and therefore should be set as inactive.

Inactivate a Customer

Making a Customer inactive will still store history and information about that Customer. However, making them inactive will prevent them from being seen on any list containing Customer names unless a search is chosen to show inactive customers. To make a customer inactive, simply follow these instructions:

  1. In the Search Panel (on the left), double-click the customer you would like to make Inactive.
  2. In the Account Info tab, uncheck the Active box located at the right of the screen.
  3. Click the Save Icon from the module toolbar. The Customer is now considered Inactive. You may view an inactive customer by choosing the Advanced Search button and choosing the Show Inactive only or Show all options.

Inactive customer.png

Pipeline Sync
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The Customer module has two buttons used to synchronize customers with Fishbowl Pipeline. Access to these buttons can be set via access rights in the User Group module. Pipeline is Fishbowl's cloud-based CRM. Read more about Pipeline here or visit the Pipeline wiki.

Pipeline Customer Sync.png

Products, inventory quantities, location groups, taxes, and UOMs can also be synced with Pipeline using the Small.Product.png Product module.

Create Customer Groups
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Customers can be organized into groups. These groups can then be used to create pricing rules. Follow the steps below to edit customer groups, or use the CSV import to assign many customers to a group.

  1. Open a customer in the Small.Customer.png Customer module and click the Groups tab.
    Customer groups subtab.png
  2. To add or remove a customer from a group, double-click the group name or use the on-screen arrow buttons.
  3. To create a new group, click the Manage Groups button. Groups can also be edited and deleted in this window.
    Customer Group Manager.png

Search for a Customer
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When searching for a Customer, you have the option of first using the Search Panel. The search panel allows for the customer Name, City, or State to be used. If these do not help find a customer, you may wish to use the Advanced Search feature.

To do this, select Advanced Search from the Customer Search Panel. In the Advanced Search feature you also have the options of searching by Customer Groups, Salesmen, Customer Numbers (located on the Details tab of the Small.Customer.png Customer module), or Inactive Customers. You may also search by Custom Fields using the Custom Subtab.

Customer advanced search.png

Update a Customer Address
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Addresses may be updated manually through the Customer Module of the Fishbowl Client, or they may be updated via the Customers Import. Customer Addresses may be edited via the import when each Address has a unique name. If desired, an Address Name may have multiple Address Types affiliated with it; however, when updating Address information, both the unique Address Name and Type will both need to be specified.

History button
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The History Button.png History button will open the purchase history report. If a customer is open, the report will show the purchase history of the current customer. To change the report that is loaded when clicking the History button, open the Small.Reports.png Reports module options and change the report for Customer Purchase History. The same button is also found in the Small.Sales Order.png Sales Order module.

TABS

Account Info tab
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Customer account info.png

If desired, you may change the customer's name in this subtab. To do so, simply change the customer name in the Name field and click Save in the module toolbar to save the changes. This Account Info tab is also where you may inactivate a customer if you choose to. Simply deselect the active box in the upper right hand corner of the main screen. At the bottom of the main screen there is a section labeled Default Numbers. This is a read-only field for a quick-glance of contact information available for this customer. If you would like to modify this information, it should be done under the Contact subtab.

Details tab
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Details subtab.png

The Details tab lists customer details. Many of the customer details will be pulled into Details tab of the Small.Sales Order.png Sales Order module when the customer is selected on a sales order.

Address tab
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Customer Address subtab.png

You may have a default address for every different address type. Each Address Type should also have a unique Address Name. This unique name tied to a specific type allows for Customers and their Addresses to be created and updated through the Customers Import. To edit an address, simply highlight the desired address and modify the information shown on the right side of the screen. To add information such as Contacts, choose the add address information icon from the Address Information section and enter a name, Type, and data for the contact. Choose OK to add the contact. After any changes are made to an address, make sure to choose the Save icon located on the module toolbar. To delete an address highlight the name and click the Delete Address button.

To the right of the Address Type you will notice a small world icon. Clicking on this icon will pull up your Customer address on a Google Maps page for your convenience.

Groups tab
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Customer groups subtab.png

Customers can be organized into groups. These groups can then be used to create pricing rules. For more information, see Create Customer Groups.

Parts tab
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Customer parts subtab.png

The Parts tab displays customer part numbers.

Memo tab
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Customer memo subtab.png

The Memo tab is for internal-use and allows a user to enter notes regarding this customer. You may add a new note, edit an existing note, or delete a note by highlighting the line item to be changed and clicking the corresponding button located on the component toolbar.

Custom tab
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Customer custom subtab.png

The Custom tab stores additional fields for the order that can be customized to fit the needs of each company.

MODULE OPTIONS

Some aspects of the Small.Customer.png Customer module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
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Customer module options.png
If this option is enabled, custom fields with the same name and type will transfer from the customer to the sales order. For example, if a customer has a custom field that stores priority and there is a matching custom field for sales orders, the data in the custom field will transfer when creating a new order for the customer.
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