Before your team starts adding customers, a few company settings make the work faster and more consistent — sensible defaults for every new customer, plus the groups, categories, and custom fields you want to organise customers by. You'll find all of this under Settings → Customers. This guide is for administrators.
New customer defaults
Set the values NexerIQ pre-fills on every new customer, so staff rarely have to change them:
- Commercial defaults — tick Use commercial defaults, then set Currency, Payment Terms, Country, Default Discount %, No VAT, and more.
- Accounting defaults — tick Use Accounting Defaults, then set the Receivables Account, Sales Tax Code, and default dimensions.
Click Save. Use Clear to remove the defaults.
Customer groups
On the Customer Groups tab, create groups to segment customers (for example by region or type). Each group has a Code, a Name, an optional Discount (%), and a Description. Your team can then assign customers to these groups.
Categories
On the Categories tab, define classifications your team can tag customers with. Give each a Code and Name, choose whether Multiple Allowed (one value or several), and use Options to manage the choices. Deactivate a category to retire it without losing history.
Custom attributes
On the Attributes tab, add your own fields to capture information specific to your business. For each, set a Code, Name, an optional Group, a Value Type (Text, Number, Date, Select, Multi-Select), and whether it's Required. For Select types, manage the list under Options.
Queue and portal settings
If you use customer queues, configure them under Settings → Customers → Queue (enable the queue, choose a sort strategy, and set time per customer). If your plan includes the customer portal, portal settings appear here too for admins with the right permission. See the dedicated customer queues and portal access guides for day-to-day use.
Tip: Set your defaults first — currency, payment terms, and accounting accounts — and the rest of your team can add customers in seconds without touching the commercial or accounting fields.
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