Check Customer

First, ensure customers name is not already entered into Unleashed.

See How To - View a Customer in Unleashed​ if you are unsure. 

By searching a customer, you will bring up any customers with that name. 

If their name is already in unleashed, check the details to make sure it is not someone else with the same name.

Add Customer

Click on 'Add Customer'.

Add Customer Code

Type the first three letters of the customers first and last names into the 'Customer Code' field e.g. JACJON for Jack Jones.

Add Customer Name

Type customers first and last names into then 'Customer Name' field. Ensure you put a star * after their name as a quick indicator that this is a cash only customer.

Customer Type

Select Retail in the Customer Type field.

Your Name

Select your name in the Sales Person field.

Sales Order Group

Set the Sales Order Group to 07 – Cash Sale.

Select Warehouse

Set Default Warehouse to your branch or the branch that the customer will frequenting the most. 

Select Tax Rate

Select the default tax rate for the customer. This will always be 15% GST on Sales

Select Payment terms

For new cash customers the payment terms are always "On Delivery"

Customer Phone Number

If the customer is in a hurry or does not want to supply lots of details, all that is needed is the customers phone number. This gets entered into the 'Notes' box. Then proceed to step 21 and save the customer as shown in the last part of the step.

If the customer is willing to setup their full contact, then proceed to the next step.

Add Address

Click on the address tab to add an address for the customer. 

There are two different address that you can add here. 

The first is the postal address. 

The second is the customers physical address. If this is the same as their postal address, you can simply click "copy from postal address".

Address Name

Type in the name of the address. If it is a business address type in the name of the business. If it is a home address type in the first name of the customer.

Address Line 1

In 'Address Line 1', type in the street name and number. 

Suburb

If the customer lives in a suburb, type it into the 'Suburb' slot.

Town/City

Type the name of the customers town or city, into the Town/City slot. 

Postal Code

Type the customers postal code into the Postal Code

Country

Start typing New Zealand and it should come up.

Select New Zealand

Customer Details

Click on Contacts tab.

Enter the customers first name into the 'First Name' field. You can enter the last name in the correct field if you have time.

Phone Number and Email

Enter the customers phone number into the 'Mobile' field. If they are happy to supply an email, this can be entered into the 'Email' field.

These details will help with marketing and searching the customers details if they come in again and give you their number to search them up.

Add the Customer's Contact Details

Click 'Add' to add the customer's contact details to their account, then click 'Save'. The customer is now set up. Quotes and invoices can now be entered under their name.

Thank you for viewing these instructions on how to add a new customer in Unleashed. You should now have a greater understanding on this topic.