Accounts

Customers

The Accounts grid displays all customers configured as Debtors, the customer group they are assigned to, as well as the main attributes associated with their account (Status, Email Statements, Loyalty).

Create an account for a customer or an organisation

1. From , click Customers > Accounts.
2. Click Create to open a new Account form.

   

3. Depending on the type of account you want to create, set the following:

   Customer

   Field	Option	Description
   Type	Person	Once the Type is set and the account saved, this cannot be edited.
   Title	Mr Mrs Miss
   First Name		First Name of the account holder
   Surname		Surname of the account holder
   Account Number		Auto populated Unique ID for this account
   Customer Group	Default Workcover TAC Other Loyalty No Debtor DELETED	Mandatory
   Tax Group	GST GST Free	Tax type associated to the account
   Debtor	On Off	Most fields in the Customer card are disabled when Debtor is set to Off You cannot reset a Debtor to Off if a balance exists.
   Comments		Comments are internal only and do not print on customer statements or receipts.

   Organisation

   Field	Option	Description
   Type	Organisation	Once the Type is set and the account saved, this cannot be edited.
   Name		Mandatory Name of the Organisation
   ABN		ABN of the Organisation
   Account Number		Auto populated Unique ID for this account
   Customer Group	Default Workcover TAC Other Loyalty No Debtor DELETED	Mandatory
   Tax Group	GST GST Free	Tax type associated to the account
   Debtor	On Off	Most fields in the Customer card are disabled when Debtor is set to Off You cannot reset a Debtor to Off if a balance exists.

   Transfer

   Transfer accounts are set up like Organisation accounts. The following additional fields are required:

   Field	Option	Description
   Account Number		Auto populated Unique ID for this account
   Type	Organisation	Once the Type is set and the account saved, this can not be edited.
   Customer Group	Transfer	Mandatory
   Electronic Transfer	On Off	On: Enable electronic transfers between two Fred NXT Stores within the same Group. Off: Electronic transfers are not available, but Manual transfers can still be performed. For further details, refer to Transfers.
   Transfer Store		If Electronic Transfer is set to On, you must nominate the Transfer Store.

   Do not use Transfer Customers to process sales through POS.

   Details and Contacts

   Field	Option	Description
   Loyalty
   Customer Group	Default Workcover TAC Other Loyalty No Debtor DELETED	Mandatory
   Tax Group	GST GST Free	Tax type associated to the account
   Credit Limit		Maximum amount of credit extended to a debtor Default Limit is set by Head Office.
   Terms of Payments		Set by Head Office and associated to the Customer Group Selected.
   On Hold	On Off	On: the credit limit is reduced to $0.01 and no charges can be added onto the account. Payments can still be made through the POS and with Pay tab in accounts. Off: Active Account
   Stmt Balance	Read only	Balance will be re-calculated if Payments or Adjustment are processed.
   Interim Balance		Interim Balance includes the Statement Balance + any payments or adjustments performed in Fred NXT Office that have yet to be posted in Fred NXT Head Office.
   Add Address		Primary - Set by default if only one address is recorded. Set one address as primary if multiple addresses are recorded for this account. Statement - Address Type: Home, Billing, Facility When the parameter Print dual addresses is enabled for your Retail store (by your Head Office), the address of the patient and the address of the person who will pay the invoice are printed on the invoice. When this parameter is enabled, the second address printed on the statement is the address of the patient/customer linked to the account. When a nursing home is selected, the second address printed on the statement is the address of the facility where the patient being invoice is a resident. This functionality applies to personal accounts only, providing the account is linked to a single patient in the Fred NXT Dispense database. See Fred NXT Head Office > Customer statements
   Add Contact		Name Phone/Fax/Email If statements are to be emailed ensure Email Opt-in toggle is toggle to Yes.

   Affiliation

   Bulk update Affiliation (Add or Remove)

   Affiliation provides an alternative method for flagging and grouping customers for the purpose offering ad hoc pricing.

   Affiliation options are configured and enabled by your Head Office.

   Affiliations can be added or removed in the Customer or Account card.

   Alternatively, you can search and select multiple customers or account and bulk edit (add or remove) their affiliation.

   1. In Accounts or Customers, search and select multiple accounts, then click Actions.
   2. In the Bulk Update dialog, set Affiliation to Add (or Remove) to display the available Affiliation options.
   3. Filter or select the relevant entries, then click OK.

      

   When searching for a customer or an account, you can filter records based on Affiliation, then narrow your search to customers/accounts with only a specific Affiliation.

   

   See Accounts > Bulk Update

   Email statements

   Field	Option	Description
   Email Opt-in	On Off	In order to toggle Email Opt-in to On, you must first save an email address in Add Contact and set it as Primary. Statements will be emailed to the nominated Email Address once Email Opt-in is turned On.

4. Save and Close.

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