Efficient management of customer information is essential for the smooth operation of any business. This guide provides a comprehensive overview of how to set up and edit customer details within the HirePOS system, ensuring that you can maintain accurate and up-to-date records.

The Setup Menu dropdown in HirePOS contains all the screens necessary for adding or editing your data. Please note that the options below the line in the dropdown require Admin permissions to access.

To add a new customer, follow these steps:

1. Navigate to Setup > Customers from the top menu.

2. Click the New Customer button.

To edit an existing customer, proceed as follows:

1. Click the customer record in the list.

2. Utilize search and filter options to narrow down results, especially useful for large customer databases.

Key fields in the Customer Details tab include:

• Company / First / Last Name

• Code

• Email

• ABN

• Address

• Zone

• Phone

• Website

• Referral Source

• Summary Notes

Important fields in the Account / Payment Terms section include:

• Credit Limit

• Stop Credit

• Payment Terms

• Sales Representative

• PO Number Required

• Cloud Drive Link

Fields for storing identification information include:

• License No

• License State

• License Class

• License Expiry Date

• Vehicle Rego

• Date of Birth

Customer categorization and referral source selection can be managed through:

• Category

• Prompts for Sales and Returns

Managing multiple contacts for a customer involves:

• Adding and editing contact records

• Fields such as Contact Name, Position, Email, Address, Phone, and Notes

Define customer-specific pricing and discounts by utilizing:

• General Discount %

• Hire Discount %

• Sales Discount %

• Non-Stock Discount %

• Specific Item Discounts

Customize customer information with unique fields by:

• Defining custom fields

• Setting up Invoice and Docket Messages

Store images against customers by:

• Uploading images of identification documents

Assign suppliers for financial transactions by:

• Adding new suppliers via Setup > Suppliers

Set up items for hire, sale, or purchase by:

• Accessing item setup under Setup > Items

Categorize sales records for reporting by:

• Setting up invoice categories under Setup > Invoice Categories

Configure business information by:

• Entering business address, country, and time zone under Setup > Business Details

Manage tax codes for accurate calculations by:

• Editing tax codes under Setup > Tax Codes

Record financial transactions against bank accounts by:

• Adding new bank accounts under Setup > Bank Accounts

Categorize financial transactions for accounting purposes by:

• Setting up income & expenditure accounts under Setup > Income & Expenditure Accounts

By following these steps, you can efficiently manage customer information, suppliers, items, and financial transactions in HirePOS, thereby streamlining your business operations.