How to Add and Edit Customers

Datagate Support | Oct 18, 2017

This article will show you how to add new customers and edit existing customers.

If you have any questions, don’t hesitate to contact the Services Team.

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Table of Contents

• How to Add Customers
• Customer Details Fields Explained
• How to Edit Existing Customers

How to Add Customers

1. Click on Customers in the main menu.
2. Click the  button in the list customers page.
3. Enter customer details into Add Customer window opened and click Save.

4. Navigate into the Customer Details page. Enter customer details fields and click Save. 

Customer Details Fields Explained

You can enter or update customer details under the following sections.

• Customer details - Information related to customer personal details
• Billing Details - Customer details related to billing and need to appear in customer billing preview and invoice

Customer Details 

Field	Description
Company name *	Enter name of the customer Customer name is a mandatory field The name can be duplicate. Customer will uniquely be identified by Customer Code throughout the portal Changing the name doesn't effect transactions, invoices, and usage that used on previous name
Email invoice to	You can add customer email address to send customer invoices Optional field. Invoices cannot be sent through the portal if email address is not available Email should be a valid email address If you add only one email address, type email address and  simply move to next field or click keyboard tab. If you want to add list of email addresses, need to press "Enter" on the keyboard after each email to create chunk.  You can add more email chunks in to list
Contact phone	Enter customer contact phone number if available. Optional field
Postal address 1	Customer postal address will appear on the invoice and billing preview Optional field If customer not given email address to send invoice through email, postal address should available to send invoice by post
Postal address 2	Enter postal address 2 if available This optional filed will appear on the invoice and the billing preview along with Postal address 1
City	Optional field Same functionality as Postal address 1 field
Postal code	Optional field Postal code will appear in invoice and billing preview, same as Postal address. In USA and Canada, this is used for tax calculations and therefore must be entered.
Active	By default, active check box is selected.  If you want to inactivate the customer you have to un-tick the check box

Billing Details

Field	Description
Account Manager	Account manager can select from the drop-down list by clicking on the down arrow. If you can't find the account manager on the list, you can add new account manager(or edit existing account manager) by clicking button.  Edit account managers popup window allow you to add, edit or delete account managers as you want.
External accounting reference	External accounting reference will appear in the billing preview and the invoice Optional field
Credit limit	Enter customer credit limit
Payment method	Customer payment will appear on the invoice and invoice email. In the invoice email displays relevant link for payment based on the Payment method in the customer details Optional extra field. This field show/hide based on customer extra field settings
Bank Account	This is extra field. Setup as you want.
Default Invoice Due Date *	Required field. Drop down list to select default invoice due date.
Group	You can categories customers in to groups as you want by selecting group from the drop down. If you want to add new customer group you can click  button and add or edit groups in the popup window. This is optional filed.
Invoice attention of	Name to appear in the email invoice
PO number	PO number will appear in the invoice Optional field
Do not generate invoices	Selecting the check box will exclude generating invoices for the customer Optional check box Not selected by default

How to Edit Existing Customers

1. Click on Customers in the main menu.
2. Click on Customer Code or Name link  in the customer list table
3. Click the Details tab under the customer menu.
4. Update customer details and click Save.