Configuring customers

To create a customer log into your back office and click on customer > customers in the main menu. You are presented with a list of existing customers.

Click on Create to create a new customer. In the popup complete the customer name and customer code and click create. You are presented with the edit customer screen.

In the customer edit screen, you will see 3 tabs. The customer tab displays all the customer info.

Customer name – The name of the customer.

Customer type balance forward – When paying a balance forward customer Odyssey will automatically allocate the payment to the correct invoice.

Customer type open item – When paying an open item customer you must allocate the payment yourself to the correct invoice.

Customer status – Choose if this supplier is active. blocked or closed.

Terms – Choose if this supplier is a 30, 60, or 90-day customer.

Cycle – Choose if this supplier is a 7, 14, or monthly cycle supplier.

Contact person – Fill in the contact person information for this customer.

Address details – Fill in the address information for this customer.

Credit limit – Enter the limit this customer is allowed to spend.

Daily limit – Enter the daily limit this customer is allowed to spend per day.

Monthly limit – Enter the monthly limit this customer is allowed to spend per month.

Default price – When selecting the customer in the point of sale the system will automatically switch to the selected price structure.

Navigate to the Activity tab to view customer activity and history.

View activity like customer payments and invoices.

Navigate to the Statements tab to view, print and email customer statements.

Odyssey software supplier statement