Frakt24 - FleetX Academy
Administrator · Level 1 · Getting started

The customer register: create and maintain the customer

Learn to find and create customers, and what each part of the customer card controls for orders and invoices.

New 20 min Invoice-fanen, Pricelist, Fuel surcharge og fakturaoversikten på kundekortet · module 25 Kundekontakter, kundeweb-bestillere og webskjemaer · module 28 Prosjekter på kundekortet · module 23
1

Goals and why

What you will learn

  • to look up a customer in Search customers and open the customer card
  • to create a new company or person, with a lookup in the Norwegian business register and a duplicate check
  • what the Info, Addresses, Invoice, Settings and Order rules tabs contain
  • which side panels show the customer's orders, prices, contacts and invoices

How to get there

  1. Click Customers in the top menu.
  2. Choose Search customers.
  3. You open the customer card by clicking a customer in the list.
  4. If you cannot see the menu item, or it has a padlock, you lack access. Ask your administrator.

The customer register is the list of all your customers. Each customer has a customer card with everything about the customer. The customer is the starting point for every order and every invoice. What you enter on the customer card is used on all the orders that follow. A wrong email address sends the invoice the wrong way. A customer that is inactive or on credit stop cannot place orders.

Never create a customer again because you cannot find it. The customer then gets two cards, with its orders and prices spread across both. Search with all statuses instead, and open the card that exists. The Invoice tab is explained in Generate invoices and From completed order to invoice. Contacts and customer web logins are covered in Give the customer access to the customer web.

2

Key terms

Customer cardThe page with everything about one customer: five tabs on the left and side panels on the right. The number before the name is the customer number in Frakt24.
OrganisationidThe organisation number. When you type it while creating a company in Norway, the system fetches the name and address from the Norwegian business register (Brønnøysund).
Possible duplicate customerThe warning that the customer may already exist. You get it when a customer with the same organisation number or exactly the same name is already registered.
ActiveThe switch at the top of the customer card. An inactive customer does not show up in the customer search on a new order and cannot order on the customer web.
Is creditcustomerThe credit customer switch: the customer may buy on invoice. If the switch is off, a new order says the customer is not credit approved.
Credit stopStops new orders from the customer in Frakt24, on import and on the customer web. Existing orders can still be invoiced.
3

Show me

The screenshots show the customer search, the new customer wizard and the customer card of the test customer BROS INTERACTIVE AS. Click the parts to see what they are for.

Try it yourself in Steptour

An interactive walkthrough recorded in Frakt24. You click through the steps yourself, and it opens on top of this page.

4

Try it yourself

A customer calls to place an order. You cannot find them when you search for the customer on a new order. What do you do?
5

Check yourself

All correct completes the lesson
Answer all correctly to complete the lesson You see which answers are wrong, and you can try as many times as you like. This lesson counts towards the badge in 3 roles:
  • Level 1 in Administrator 0 of 4 completed
  • Level 1 in Dispatcher 0 of 8 completed
  • Level 1 in Finance 0 of 6 completed
1. You are creating a new company customer and type the organisation number. You get the warning «Possible duplicate customer». What does it mean?

2. Finance says a customer does not pay. The customer must not order any more, but the orders already driven must still be invoiced. What do you do?

3. The customer says the invoices go to an old email address. Where do you fix it?

4. You changed the credit days on the Invoice tab and closed the page. The next invoice still has the old credit days. What is most likely?

5. The customer has moved offices and has a new postal address. Where do you change the address that goes on the invoice?

6. You have the customer card open when the customer calls to book a pickup. What is quickest?

You are not signed in, so the result is not saved.

Trainer notesOnly shown when trainer mode is on
  • Common support case: «the customer does not exist». Almost always the customer is set as inactive. Search customers only shows active customers by default, so choose Status All.
  • The Invoice tab, Pricelist, Fuel surcharge and the invoice panel require the invoice module (25). Contacts and web order forms require the customer web (28). Projects require module 23.
  • Good demo: type an organisation number in New customer and show how the name and address are fetched from the business register, and that the duplicate check catches a customer that already exists.