Customer Detail

Overview

Updated 07/08/2021

 

The Detail page of the Customer section is where customer data is changed and updated. It can be accessed either by clicking on the Detail item on the Avionté sub-tree or by clicking the Edit Customer button on the Shortcuts group of the Summary item of the Customer section.

 

 

 

Customer Info

Field	Description
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.

Customer Other 

Field	Description
Status	Indicates the customers current status in the sales process or in the application. Available statuses are: Prospect - The company is not yet a client. Active - The customer is active in your system. Credit Check - A credit check is currently in process to determine whether the prospect financially qualifies to become a customer. Inactive - The customer is not currently an active customer.  When changing a customer status to Inactive or Delete, there is a check for active assignments and temp orders related to the customer. This includes active child customers (departments) and any active assignments and temp orders associated with the child customer. These active elements may need to be closed or deleted before the customer can be inactivated or deleted. Delete - The customer is deleted from view. Placing a customer in a "Delete" status removes the customer from view (lists, customer tree, etc.), however, the customer data is still available for recall.  When changing a customer status to Inactive or Delete, there is a check for active assignments and temp orders related to the customer. This includes active child customers (departments) and any active assignments and temp orders associated with the child customer. These active elements may need to be closed or deleted before the customer can be inactivated or deleted. Collections - Your company is currently attempting to collect a debt from the customer.
Branch	The supplier branch attached to the customer.

Address

Field	Description	Additional Information
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).

Field	Description	Additional Information
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.
Address Type	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.
Geo Code	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.

Dress Code

Enter the customer's preferred style of dress in the Dress Code field. Put a check in the Active checkbox to indicate the Dress Code is currently enforced by the customer.

 

 

Override Geocode

Follow this procedure to override the Geo Code:

Note: This option is only available if ShowOverRideGeoCode is set to True.

1. Click the Override Resident Geocode checkbox to place a checkmark.
   
   
2. Enter the Zip Code or Canadian postal code for the new Geo Code.
   
   
3. Select the new Geo Code from the Geocode drop-down menu of the Override Resident Geocode.

Visit the Config Options - OverrideTxnGeoCodeBy help page for details. 

 

 

Direction

Enter directions to the customer's location, or any notes regarding the customer's address, in this field.

Contact Method

 

Field	Description
Contact Method	Records the mode(s) of reaching out to the customer.

Back to Top