How To: Create New Trade Customer
Table Of Contents
Create a Trade customer record to store company details, contact information, pricing, marketing preferences and customer classification information.
If you are licensed for KPAF (Khaos Control Postcode Address File), the address can be populated automatically using a postcode lookup.
Prerequisites
- If you want to automatically retrieve addresses from a postcode, you must be a licensed KPAF (Khaos Control Postcode Address File) user.
Create the Customer
- Open a Customer screen (show me how).
- Press Ctrl + N or click New.
Optional: Use KPAF Address Lookup
If you have KPAF:
- Click the postcode lookup button or press F4.
- Enter the postcode in the Search field and press Enter.
- Enter the property number in the # field.
- Click OK.
NoteThe address details will automatically populate the New Customer dialog.
Enter Customer Details
Complete the relevant fields in the New Customer dialog.
Required fields are shown in bold.
Customer Information
| Field | Description |
|---|---|
| URN | The Unique Reference Number. Khaos Control automatically suggests the next available number, but you can overwrite this if required. |
| Company Name | Enter the company name. |
| Website | Enter the company website address. |
Primary Contact Details
| Field | Description |
|---|---|
| Title | Contact title. |
| Forename | Contact first name. |
| Surname | Contact surname (required). |
| Job Title | Contact job role or position. |
| Mobile Number | Primary contact mobile number. |
Address Information
If you are not using KPAF, enter the address manually.
Required fields include:
- Address Line 1
- Town
- Postcode
Communication Details
Enter any available contact details:
- Telephone number
- Fax number
- Email address
NoteKhaos Control validates email addresses and checks that they:
- Contain no spaces.
- Use a valid format:
[TEXT]@[TEXT].[TEXT]
Company Settings
Complete the remaining setup fields as required:
| Field | Description |
|---|---|
| Country | Select the trading country. |
| Class | Select Trade. |
| Type | Select the appropriate company type. |
| Mailing | Select the required mailing preference. |
| Keycode | Select a source keycode if supplied by the customer. |
| Price List | Assign a price list if required. |
Mailing List Subscription
Tick the Mailing List checkbox if the contact wishes to receive marketing emails.
This automatically ticks the E-Mailing List Subscriber option on the [ Customer | Detail | Address ] tab.
Save the Customer
- Review the information entered.
- Click OK to save the new customer record.
Additional Information
Automatic Data Cleanup
When the record is saved:
- Trailing spaces are automatically removed from contact fields.
- Trailing spaces are automatically removed from address fields.
Missing Contact Information
If neither a telephone number nor a mobile number has been entered, Khaos Control will prompt you before saving the record.
Tips
- Use KPAF where possible to improve address accuracy and reduce manual data entry.
- Assign the correct customer class during creation to ensure pricing and reporting behave correctly.
- Capture both a telephone number and email address wherever possible to improve communication options.
- Review mailing preferences carefully to ensure marketing communications are handled correctly.