w2. (Lite) Company & Site Information Flashcards
(15 cards)
What types of companies can be entered into the system?
Any company you transact with, including
- Customers
- Suppliers
- Contractors
- Waste disposers
- Waste collectors
What are the two main types of customers mentioned for skip hire businesses and how are they different?
The two main types are:
- account customers (with payment terms and credit limits)
- non-account (domestic) customers who pay as they go
Why is only one record created for a company that is both a customer and a supplier?
A company may act as both, and the system allows you to use the same record, avoiding duplication
What is the purpose of customer profiles?
They’re shortcuts, pre-filling required fields to speed up the process of creating similar types of customers
How are non-account customers typically invoiced?
Non-account customers are usually invoiced:
- Daily
- Pay as they go
- Via email
Why do clients prefer to use a generic account for non-account customers in accounting packages like Sage?
To avoid cluttering the accounting system with individual records for one-off or infrequent customers, grouping transactions under a single code
What is the significance of the “admin and site” address type for domestic customers?
The “admin and site” address type is used because the delivery and billing address are typically the same, such as the customer’s home
How does the address lookup feature improve the customer entry process?
It saves time by auto-filling address using the postcode and house number, reducing manual entry and errors
What information is required for the main contact when setting up a customer?
Email and phone number are needed, as the driver app uses the site contact’s phone, and legislative paperwork is sent to this contact
How does the system help drivers locate the correct skip placement site?
An arrival marker can be set on a map, and drivers can adjust the skip’s exact placement in the app for future reference
Explain how the system manages invoice splitting for account customers with multiple sites.
Invoices can be split by site, so each receives a separate invoice rather than combining all charges into one
Describe how environmental compliance and pricing are determined based on location.
The entered location is used to:
- identify the environmental area
- apply correct pricing
- apply correct compliance requirements for waste collection or delivery
What are the differences in required fields when setting up a supplier versus a customer?
While the setup process is similar, VAT registration and credit terms will differ because they’re more relevant for suppliers or account customers
How does the system ensure legislative paperwork is sent to the correct contact?
Legislative paperwork is automatically sent to the site contact’s email, ensuring the right person receives the documents for compliance
What is the primary purpose of the company and site information page?
To record/manage details about companies you transact with, so transactions, compliance, and communications is handled efficiently and accurately
