Customers and the price list

Customers and the price list are the basis of the sales part. Without a customer you cannot take an order, and without a price list prices are entered by hand.

Adding a customer

1. Open Customers in the menu and click Add customer.
2. Fill in the Company details: Name, Company ID, Tax ID, Registered address and contact. The app checks that the company ID is valid and won't accept the same one twice.
3. If you also deliver to the registered address, tick Also deliver to the registered address. This creates the first delivery place.
4. Click Create customer.

Delivery places

A company can have several places, say two pubs in different towns. For each place you set:

• the address and its location on the map; drag the pin if it's off,
• the Delivery round that serves the place,
• Delivery hours and a Note for the driver. The driver sees both on the phone at the stop.

More on the customer card

• Invoicing: Invoice per delivery, or Monthly summary invoice.
• Payment term (days): their own, otherwise the brewery default applies.
• Pays cash: the driver may pay out deposits for returned kegs on the spot.
• Has own kegs: the pub supplies its own kegs. They are filled by count, with no deposit.

The card also shows Kegs at the customer and the deposits for them.

The price list

The brewery has one base price list, excluding VAT, valid from a chosen day. Only the owner changes prices; the brewer can see them.

1. Open Price lists, click Create price list and choose Valid from.
2. Click Edit prices and enter a price Per litre for each beer. The keg price is calculated as litre × volume.
3. Fill in a keg price only if it should differ. Bottles and cans have their own unit price.
4. Add the Keg deposits and click Save price list.

When prices go up, click New price list from…. The new list starts as a copy, so you only change what changes. Prices of orders already taken stay the same.

Customer discount

A customer does not have their own price list. On the customer card, under Prices for this customer, the owner sets a Permanent discount %. A one-off discount can be given on a single order, see Orders.