|Customer Name||Name of the customer.|
|Department Name||Name of a department within the customer's company.|
|Customer ID||Unique identification number for cataloging the customer.|
Indicates the customers current status in the sales process or in the application. Available statuses are:
|Branch||The supplier branch attached to the customer.|
|Address Type||Indicates if the recorded address is a primary address, billing address, etc. Clicking the See All button in this field will open the New Address wizard where you can make changes to the customer address. For more information on the New Address wizard.|
|Country||Country where the customer is located. This field is editable from the New Address wizard under the See All button.|
|Street 1||The customer's street address.|
|Street 2||The customer's street address.|
|City||City where the customer is located.|
|State/Province||The state or province where the customer is located.|
|Zip/Postal Code||Zip or postal code where the customer is located.|
|GEO Code||Code that corresponds to a particular geographic location. GEO codes determine the tax withholdings for the customer and the employee to ensure correct tax payment. When overriding the resident GEO code, the system requires that customer is paying the worksite state’s withholdings. When overriding worksite GEO code, the system uses withholdings from the entered location (customer's resident state). This is important if the worksite is in a state in which there are no state withholding taxes.||
This field will auto-fill based on the zip/postal code.
Note: If a geocode does not populate, use an online map application (e.g. Google Maps) to verify the address information is precise.
|Short Name||A brief moniker for the customers location.|
Customer Address Editing
Select the See All button in the Address area to display the Customer Address window.
The Customer Address window is designed to manage addresses related to the customer including a corporate address, main address, and any worksite address(es).
|New Address||Enables the addition of a new address. When creating a new address, populate the fields according to the definitions below.|
|Address Filters||The address filter area displays all of the addresses for the customer. Column headers can be used to adjust the order of multiple addresses. For instance, to order the displayed addresses alphabetically by State, click on the State column header.|
A drop-down menu featuring available options for address types. These are configurable through Admin Tools > Config Choice
|Country||The country in which the address is located.|
|Street 1||The main street address - e.g. 221 Baker Street|
|Street 2||Subsequent street address information - e.g. Apt. B|
|City||The city in which the address is located.|
|State||The state in which the address is located.|
|Zip Code||The U.S. Postal code for the customer address.|
Code that corresponds to a particular geographic location. GEO codes determine the tax withholding for the customer and the employee to ensure correct tax payment and is autopopulated from the entered zip/postal code.
When overriding the resident GEO code, the system requires that the customer is paying the worksite state’s withholdings. When overriding worksite GEO code, the system uses withholdings from the customer's resident state. This is especially important if the worksite is in a state in which there are no state withholding taxes.
This can be overwritten.
|School District||The school district in which the address is located. The school district value will auto-populate if it has been identified in the Avionté system.|
|Short Name||A familiar name for the address (e.g. Warehouse 1). This will be used when selecting addresses during Time Clock creation.|
|Attn To||The name of the person or entity to which correspondence will be specifically addressed.|
|Sales Tax||The sales tax applicable to the area where the customer is located.|
- Click the Override Resident Geocode checkbox to place a checkmark.
- Enter the Zip Code or Canadian postal code for the new Geo Code.
- Select the new Geo Code from the Geocode drop-down menu of the Override Resident Geocode.
Enter directions to the customer's location, or any notes regarding the customer's address, in this field.
|Contact Method||Records the mode(s) of reaching out to the customer.|