w2. Company & Site Information Flashcards
(39 cards)
What is the primary purpose of Company and Site Information?
It is used to record and manage all essential details about companies you transact with—such as their profiles, addresses, and contact information—so transactions and communications can be handled efficiently and accurately
Where do you create a new customer in Company and Site Information?
Select Resources > Company and Site Information > New customer
What else can a customer be in relation to the client? And where would you enter the information for both?
A supplier as well as a customer, which is entered as one record on the same page.
What would a client offer differently between a non-account and account customer?
Different payment terms or credit limits. Non-account are all pay-as-you-go.
Where would you add a customer profile and how many can you add?
Nuts & Bolts > Customer Profiles. Client can add as many as needed.
Where are the customer profile buttons located and what happens when you click one?
Next to the Company Name field on Company and Site Information. Once you click it many of the required fields are filled in.
What is the external (ext) customer code?
Some accounts packages e.g. Sage use external customer codes and this enables our system to know where to post invoices. It’s set to DOM1 because non-account customers are usually transferred to one generic account in Sage.
What does ‘Is account’ for?
Account customers only i.e. not domestic.
What is the Invoice period usually set to for non-account customers and why?
Daily because they’re pay as you go.
What is the ‘Send invoice by’ usually set to?
What are the Split invoice options and what is it used for?
Typically account customer wants to split where the invoices go by either site address, service type (skips on one invoice, bins on another), PO number (purchase order of the job).
What Business Category should a domestic customer have set? And what Address Type?
‘Default’. And ‘Admin and Site’.
When would you set Immediate Electronic Ticket on for domestic customers and why?
When you have their email addresses, as this speeds up the process by sending tickets and paperwork instantly and reduces manual work
What would you typically set for Default Purchase Tax Code, VAT Status and Self Bill under Supplier Profile Details for a domestic customer, and why?
Default Purchase Tax Code = Outside of VAT
VAT Status = Not checked
Self = Not checked
A client would set it up this way because it’s unlikely a domestic customer is VAT registered.
Talk me through how you’d set up a domestic customer while on the phone to them.
- Go to Resources > Company and Site Information
- Select ‘Domestic’ profile button to populate the information
- Enter the customer name under Company name.
- Confirm how she was referred to the client (cold call, existing customer, social media etc)
- Add new address
What are the three address types and what do they mean?
Admin - This is where you send the invoice to
Admin & Site - This is where you send the invoice to and also is a site you service
Site - This is a site you service
How does the Location get pre-populated and how is that useful?
Location will pre-populate based on the postcode, which then means the system knows what enviro location it’s in, and when it comes to book the order, what pricing to show.
What is the First Contact used for and what information is provided?
They will be the point of contact for tickets, statements and invoices for the first address. Name, mobile and email.
How can a driver contact the customer?
Via Site Contact Phone which is shown on the Driver app.
What is the Site Contact Email used for?
Automated notifications are sent to the customer about jobs on the site.
What can you set on the map and what does each one do?
A pin location type e.g.
Arrival = Entry point for skip truck (skip itself will be located on private land)
Exit = Exit point for skip truck e.g. useful for one way system. Not typically used.
Service = Location of containers
What can the driver do once he’s arrived at the job and found the skip?
Set the physical skip location on the Driver app
What do the red symbols ‘C-‘, ‘S-‘ and ‘C+’ mean on the customer/company record?
C- = Customer non-account
S- = Supplier non-account
C+ = Customer account
If the customer had multiple sites, how would you enter that in the system?
Once you’ve added a new customer you can choose ‘Site’ on the Addresses tab
