Sales Records with Multiple Customers (Delivery Customer)
HirePOS allows a sales/hire record to be associated with two customers. This is useful when the billing customer is different from the person or organisation receiving or using the hired items.
For example, a business, organisation, agent, or account holder may be responsible for the invoice, while another customer is nominated as the Delivery/Pickup Customer.
By default, a sales/hire record may only appear in the Customer Overview for the billing customer. To also show the record when viewing the Delivery/Pickup Customer, enable the 'Include sales where customer is delivery/pickup customer' setting.
Show sales under the Delivery/Pickup Customer
To include sales/hire records when viewing the Delivery/Pickup Customer:
Go to Sales/Hire > Customer Overview.
Open the customer search.
Click the cog icon on the far right of the customer search field.
This is the Customer Search Settings cog and is separate from the main Sales/Hire Settings cog.
In Customer Search Settings, select Include sales where customer is delivery/pickup customer.
Save the settings.
You can now search for a customer in Customer Overview and see sales/hire records where that customer is the Delivery/Pickup Customer, as well as records where they are the billing customer.
For example, if an invoice is billed to an organisation but another customer is nominated to receive the items, the invoice can also appear in the receiving customer's Customer Overview. This can include scenarios such as an invoice billed to a hospital with a patient nominated as the Delivery/Pickup Customer.
Billing Customer and Delivery/Pickup Customer
A sales/hire record can contain two different customer roles:
Billing Customer
The main customer assigned to the sales/hire record.
Selected when creating the sales/hire record.
Typically responsible for paying the invoice.
Delivery/Pickup Customer
An additional customer associated with the delivery or pickup.
Selected from the Customer/Name field in the Delivery/Pickup Details section of the sales/hire record.
Typically the person or organisation receiving or using the hired items.
Invoices not showing under the second customer?
If a sales/hire record or invoice appears under the billing customer but does not appear when viewing the other customer:
Check that the other customer is selected as the Delivery/Pickup Customer on the sales/hire record.
Go to Sales/Hire > Customer Overview.
Open Customer Search Settings using the cog in the customer search.
Enable Include sales where customer is delivery/pickup customer and save the settings.
This setting controls whether sales/hire records associated with a customer as the Delivery/Pickup Customer are included in their Customer Overview. It does not change the billing customer or who is responsible for payment.