Generic Customer Setting

Generic Customer Setting

Overview

​The generic customer is used on channel setups where customer details are not known, such as Amazon FbA and most POS systems. When used, sales will belong to a Generic Customer names relevant to the current month, i.e. Amazon Generic Customer 0121 for all Amazon FbA sales in January 2021.

Managing Generic Customers

As there are likely to be large numbers of generic customers, it is recommended that you create a company class for these type of customers and enable the Search Exclude for the class.

Enabling the Search Exclude function will prevent these companies from displaying in your companies list without being specifically searched for. 

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