This screen is divided into sections for easy navigation and data entry:

1. Basic Information

  • Club No: Unique ID for the customer (auto-generated).
  • First Name / Surname: Customer's name.
  • AltRef: Alternate reference or account code.
  • Company: Business name if applicable.
  • Status: Defines the relationship type (e.g., Customer, Supplier, Reseller).

2. Contact Details

  • Address / Suburb / City / Region / Postal Code / Country: Physical mailing details.
  • Email: Primary email address.
  • Phone / Second Phone / Mobile Phone / Fax: Contact numbers.

3. Discount & Loyalty

  • Discount: Default sales discount percentage.
  • Discount is applied Sales-Discount: Tick if discount should apply on sales.
  • Trade Level: Optional customer pricing tier.

4. Loyalty Settings

  • Reward Balance: Current loyalty points (top-right corner).
  • Start Date: Customer start date in the system.
  • Last Visit / Last Reward / Nxt Contact: Important date tracking.

5. Communication Preferences

  • Tickboxes for:
    • Do not send letters/printed material
    • Do not send Emails
    • Do not send SMS Messages
    • Address is Incorrect
    • Customer has declined email address
    • Send this customer a catalogue
    • Customer is a Commercial Account
    • Online Sign up

6. Additional Fields

  • Ecommerce ID: Link to external e-commerce system.
  • Source: Origin or source of the customer entry.
  • Expiry: Expiry date for the customer record (if applicable).
  • Notes: Free-text area for internal notes.
  • Alert: Special alerts or flags for this customer.


⚠️ Tips & Best Practices

  • Keep all contact information up to date to ensure accurate communication.
  • Use the "Nxt Contact" field to manage follow-up schedules.
  • Regularly review loyalty and expiry dates for customer re-engagement.