Customer Setup

This document provides a comprehensive guide on how to manage customers in HirePOS, including adding new customers, editing customer details, managing contacts, setting discounts, utilising custom fields, and storing images.

To add a new customer in HirePOS, navigate to Setup > Customers from the top menu and click the New Customer button.

To edit a customer, click on the customer record in the list. For large customer databases, utilize the search and filter options at the top of the screen to narrow down results.

The Customer Details tab allows you to input essential information:

• Company / First / Last Name: At least one of these fields is required to save a customer file.

• Code: Record a customer-specific identifier, which can be automatically incremented for new customers.

• Email: Default email address for customer communication.

• ABN: Optional field for recording customer's ABN.

• Address: Billing address for the customer, also used for deliveries.

• Zone: Delivery/Pickup setting for sorting and planning deliveries.

• Phone: Store up to 3 phone numbers, including mobile numbers for SMS communication.

• Website: Link to the customer's website.

• Referral Source: Categorize where customers come from for reporting purposes.

• Summary Notes: Internal notes specific to the customer.

Use the Contacts tab to manage multiple contacts for a company:

• Contact Name: Full name of the contact.

• Position: Role of the contact in their company.

• Email: Contact's email address for communication.

• “Include” Checkboxes: Select contacts to include as recipients for specific documents.

• Address: Contact's address, also used for deliveries.

• Phone: Store up to 3 phone numbers, including mobile numbers.

• License and Rego: Store license and registration information for contacts.

• Notes: Internal notes related to the contact.

Define customer-specific pricing and discounts:

• General Discount %: Affects all line items on an invoice.

• Hire Discount %: Affects items of a “Hire” Item Type.

• Sales Discount %: Affects items not of a “Hire” Item Type.

• Non-Stock Discount %: Affects items set as “Non-Stock.”

• No Damage Waiver: Prevents auto-add of damage waiver.

• Specific Item Discounts: Define specific prices or percentage discounts per item.

Utilise Custom Fields to record specific information unique to your business:

• Define custom field names in Setup > Customers.

• Invoice Message: Define a customer-specific invoice message.

• Docket Message: Define a customer-specific docket message.

Store images against customers, such as driver's licenses:

• Take photos directly from the application or drag and drop image files.

For more detailed information, refer to the HirePOS Help Centre.