Client Entry
Customer entry via AV Mobile is similar to entering customers in the Sales Master screen via the desktop AV Client. The most noticeable difference is that in AV Mobile, the customer's account details (e.g. terms, credit limit, etc) are not available.
The data entry screen below is all contained within the same window although it is broken up into two parts here for easier illustration.
Company Info part 1
Log in via AV Mobile and navigate to Sales -> Customers. Click the ➕ symbol to create a new customer and enter the data below.
- Company Name: The customer's company name (required).
- First Name, The: If the customer is a person's name or begins with "The", you can enter it here (optional).
- Street Address, City, State, Zip, Country: Enter the customer's address.
- Primary Contact: If this is a brand new customer, then you won't be able to enter a contact yet. The customer must be entered first. However, if you're updating a customer record, you can select a previously entered contact here.
- Phone, Email & Web: Enter the customer's contact info.
Company Info part 2
Continue data entry in the second part of this screen. Click Save when finished.
- Customer Number: If you reference your customer's by a number or code, enter it here (optional).
- Relation: Enter either Client or Prospect (required).
- Category: Select a category from your client category list.
- Group: Select a group from your client group list.
- Account Manager: Enter the AV user who is the customer's account manager.
- Lead Source: If the customer originated from a lead, select the lead source.
- Attention: Optional attention field.
- Memo: Optional memo field.
