Sales Records with Multiple Customers (Delivery Customer)

In certain business scenarios, it may be necessary to assign two customers to the same sales record. One customer serves as the billing customer or agent, while the other is the hirer. It is possible to set up your Customer Overview screen to include an invoice when either the billing or delivery customer is being viewed.

When accessing the Sales/Hire > Customer Overview screen and searching for a specific customer, a cog icon is positioned on the far right of the search field within the dropdown list.

Click on this icon to reveal the "Customer Search Settings" popup.

Select the option "Include sales where customer is delivery/pickup customer" and then save your settings.

Following this configuration, you will be able to search for the "hirer" customer and review all invoices where the hirer has been linked as the Delivery/Pickup Customer.

In this arrangement, you will assign 2 customers to a given Sales Record.

• The Billing Customer

  • Selected Via Sales/Hire > Customer Overview

  • Needs to be selected when creating the Sales Record

  • Will ultimately be responsible for paying the Invoice

• The Delivery Customer

  • Selected via the Customer/Name Dropdown in the Delivery/Pickup Details section of the Sales Record screen

  • Is the party responsible for receiving/using the items