Details

The Details tab contains information about your trader in the top pane, a credit control pane, and a series of tabs with more information and settings in the bottom pane.

• Code – up to 30 character code to uniquely identify the trader. We recommend using up to 20 characters. Trailing spaces are removed when confirming changes.
• Name – trader's full name. Up to 60 characters.
• Address – type the trader's address
  • Line 1 – address line one, 40 characters
  • Line 2 – address line one, 40 characters
  • Line 3 – address line one, 40 characters
• Town – type the town (up to 40 characters)
• County – type the county (up to 40 characters)
• EORI number – you use an EORI number when you move goods between Great Britain (England, Scotland and Wales) or the Isle of Man, and other countries (external link). Field is 14 characters wide, e.g. GB123456789000.
• Postcode – type the postcode (up to 12 characters)
• Country – countries are defined in Set-up > Country.
• Customer reference –
• VAT registration number – 9 or 12 characters long, sometimes starting with GB.
• Over/Ride – Type a VAT rate code which will be used for order lines for that trader.
• Area stop – the delivery area for the trader (defined in Set-up > Vans).
• Van – the van route for the customer (defined in Set-up > Vans).
• Branch – the company branch that looks after the trader (defined in Set-up > Company > Branches). Used in conjunction with Use trader branch in Set-up > Company > Settings > Yes/No Options > None Standard.

  Note: When creating a new trader, the Branch selected can only be a branch the login is allowed to access.

• Process type – process types are defined in Set-up > Process Types.
• Min order – total value that the customer must exceed when placing an order, or must be exceeded when placing an order for a supplier. Min order is set on the main trader and applies to the main trader and its branches – setting Min order on a branch is ignored. Min order can be overridden by selecting Ignore min order for specified contacts.

  Note: This option applies to Horizon and HorizonWeb, but has not been designed to work with other ways of importing orders.

• PPD% – Prompt payment discount percentage.
• Review date – date at which the account should be reviewed. Optional. Border is displayed:
  • Red – If the date set is earlier than today.
  • Amber – If the date set is today or within the next seven days.
  • Green – If the date set is beyond the next seven days.
• Auto cheapest –
• Discount% –
• RRP –
• ID – the trader's unique reference in your database, useful to know when writing reports.
• Default Contacts
  • Sales –
  • Accounts – Used for sending out emails to your customer. This can be overridden by setting Statement and Invoice Email Contacts.
• Rep – Rep allocated to the trader. Reps are set up in Company Set-up > Reps. You can limit reps' access to their own traders using Limited Rep and Limited Rep and Account Manager options.
• Account manager – account managers are allocated to a trader. You can limit account managers' access to their own traders using Limited Rep and Limited Rep and Account Manager options.
• Credit controller –

 

Credit control pane – credit control details on a colour background that changes according to the credit status.

Trader Card tabs

See Also