You can get to Customer & Site Records from the Records section via the menu.

Click the Add button.

This will open a new page with a data capture form to fill out.

If you have added or updated your System Defaults, some of the Customer Details fields will be automatically pre-populated.

Begin by entering the customer’s address details.

Click the Ellipsis (...) box next to Geographical Area.

You can choose one from the current list or click Add to create a new entry.

In the window, add a name, area code or an abbreviation for the area. You can also add a description, if necessary.

Next, create an account number. You can click the Generate button, and this will create the next available number in the system, or you can manually type in a unique number. If you will be integrating Service Geeni with an Accounts package, you will need to use the same Account Number to ensure the Customer account will correctly sync.

If this is a Head Office location for the customer, tick the radio button.

If you are raising the account from within a Branch in Service Geeni, the fields for Home Branch and Branch will be greyed out, as the account will be raised for the branch that you are in. This is the default for systems that have just one branch.

If you have multiple branches set up in Service Geeni and create a new customer while in the "All Branches" view, you can select the home branch responsible for managing that customer's account.

You can also specify which branches are allowed to raise jobs for the customer. Choose "All Branches" if multiple branches will conduct business with the customer. For more details on setting up depots, refer to [link to Multiple Depots/Branches]

To assign a Parent Group, click the Ellipsis to select from the list that may have been created.

If you need to add a new option to the list, click add, then enter a name and description for the item.

Then select from the list to add it to the customer record.

Existing list options can be managed and edited by using the action tray icon to the left.

Select an option, as required, for each or leave blank.

It is the same process to add a User Managed List for Company Size or Standard Industry.

Select Company Size and Standard Industry to enhance reporting.

Add an ORI number and an HS code, if your customer has them, for import and export requirements.

Add any notes you want to store about the customer in the free text entry boxes.

Enter any Production notes which may be relevant information for engineers and enter any Clerical notes which may be relevant for office staff.

Select Active, to make this customer live in the system.

If you select Inactive, you will be unable to raise any jobs against the customer. Inactive customers can be activated at a later date if needed.

You can assign a sales rep to the customer if you have set up your salespeople in the system. Click the Ellipsis to add one to the account or click add to create a new salesperson.

If you are creating new ones, enter the first and last names and then enter an email address.

You can tick the buttons to indicate which areas and industries the salesperson covers, and you can choose more than one option.

Add any contact numbers and then click Save when finished.

You can then assign the customer account to a sales area if you are using this field in the system. Select one from the list or click add to enter a new one. If adding a new one, enter a name and description and then click Save.

The Priority field may already be filled if you have set a standard priority in your system defaults. To select a priority for the customer account, click the Ellipsis. Select one from the list or click add to create a new one.

Tick the box to denote if this customer receives free delivery. This is normally used when you process sales orders in the system.

These fields may be pre-filled for you if they have been set up and are being populated from your System Defaults.

These lists are user managed so you can create additional ones if needed by clicking on the ellipse (...) and +Add to add a new one.

Select the relevant VAT code from the list.

Select a Charge Code for Repair jobs.

Add a Charge Code for Service jobs.

Add a Charge Code for Inspection jobs.

Check the button if you want to invoice jobs for this customer to their site addresses.

Leave this unchecked if you want all invoices to go to the main Customer address.

Select a Payment term for the customer from the list or click add to create a new one. If adding a new one, give the Payment Term a name and then add the number of days you want to set for payment to be due.

Choose one of the drop-down options available to select the term type, The options are: the number of days in the following month, days after the bill date, days after the end of the billing month and days of the current month.

Select the correct currency code for the customer using the next field.

Enter an annual sales target for the customer.

Enter the customer’s VAT registration number if known.

You can add the customer's company registration number if known.

The Job Invoice To field allows you to specify who gets invoiced for any jobs raised at this site. Your options are to invoice the main customer account, this site address, or another site address. If choosing another site, select from the list.

You have options for enabling consolidated invoicing for the customer.

Consolidated invoicing allows you to combine multiple separate invoices into one document for the customer.

Select the type of invoice that your customer would like to receive as a consolidated invoices. You can select one or more types.

You can add any specific accounting contacts for the customer here. These contacts can be used in the Communications centre as recipients of emails from the system for documents such as invoices.

If choosing customer specific defaults, you will then need to specify the date options listed for Order dates, Dispatch Dates and Delivery dates.

Do not charge means the user will manually enter an order date when creating the Sales order.

Date created means the date field will be populated with the date when the Sales Order is being raised.

Calculated date allows you to specify the number of days from the date when the Sales Order is created.

Scroll back to the top to save the customer record.

Click the Save icon to the left and your new customer will be raised.

You will now see your new customer listed on the Customer & Site Enquiry page.

You will also notice that if you click the plus icon to the left of the customer account, a site has been created for the customer. This happens by default when you manually create a customer in the system.

The site ID will be created from the Customer ID, followed by 001 for the 1st site.

If you create additional sites for the customer, they will be numbered sequentially.

If you hover over the account number on the left, you will see a snapshot of the customer information.

To Access and Manage your Customers navigate to Records then Customer & Site Records.

You can quickly sort and filter your Customer and Site Records using the data table. And add or Remove columns/fields by clicking on the Down Arrow.

You can then filter on these Selected Columns/Fields.

You can view Sites associated with a Customer Account from this grid by using the Plus (+) icon to expand a nested grid.

Each site is sequentially numbered and, as with a Customer Account, further details can be accessed by clicking on the Customer/Site ID number (highlighted).

You can also easily Add/Create new Customers from the Customer Enquiry Screen.