Customers are at the centre of any business. This video demonstrates how to manage your customers in Fergus with tools to customise the way you work with them. Use customer specific settings to ensure they have the best experience with your business.
Transcript
Hi guys It's still in here from the Fergus team today. We're gonna look at managing your customers in Fergus. There are several ways that you can set up customers in Fergus. You can import a CSV file for Fergus to read and create the records from. This needs to be in a CSV format. If you need help, our support team can provide you an example.
The second way is to create the records manually.
This would be mainly used when you have an existing database of clients in Fergus and you are adding another customer as you would need to enter manually all the fields. The last way that you can set up your customers is only available. If you are using X as your accounting software, Fergus can import directly from zero to populate with as many fields transferrable as possible. This is recommended as it ensures that the records are mapped between the two systems to avoid any duplication. Please note some fields relating to customers are Fergus specific, so you will need to set these after the import.
Once you have imported your customers into Fergus, there are several sections of information you can store against them. To help speed up your workflows, you can store physical addresses and site addresses, main contacts and billing contacts, as well as anyone else that needs to be recorded accordingly. The next area that you want to look at is the customer specific settings.
This is where more advanced settings are stored. We can define payment terms, and if you want a PDF copy of invoices to be attached, there is also a field for a charge out rate specific to this customer. Below, respectively are allocated to material or labour discounts and a custom tax rate. The last customer specific setting relates to invoice reminders and whether you want to use the default settings for this.
Thanks for watching our video. If you have any questions, please direct them to support@fergus.com.
Kristie
Jess:
