Menu path
Set-Up > People
Set-Up > Export-People
Set-Up > Import-People
What it does
The People system manages contact records for customers, installers, builders, salespeople and distributors. You can set up detailed contact information, discount structures, company logos, and pricing markups for each person or company. The system also allows you to export and import people records for external editing.
🧾 People record fields
Field | Description |
Name | The name of the person or company |
Contact | The contact name |
Address | The 3 line address |
Phone | The phone number |
Fax | The fax number |
Mobile | The mobile/cell number |
Discount | The discount used for this customer. This is the default value used when you do job Reporting and applies the discount rate to all items unless modified by the Discount Structure option |
Discount Structure | Allows you to set up different discounts for different line items (see discount structure section below) |
Business No. | Customer's business number |
Company No | Customer's business number |
Company Logo | Save a bitmap image file of the customer's logo for inclusion on reports (TIF, JPG, PCX, GIF, BMP etc.) |
Default Material Markup | Override markup settings for this customer, applied when using Costing > Supply Only or Supply and Install options |
Default Labour Markup | Override labour markup settings for this customer |
How to set up a person record
Go to Set-Up > People (right hand menu):
Select the role you want to set up (Customer, Installer, Builder, Salesman, or Distributor)
OR select the [+] button next to the respective role you need to add to.
The Set person details dialog box will appear
Fill in the required fields (name, contact details, etc.)
Set discount rates if required
Add company logo if needed
Click Add Customer to save the new record
🔧 Person management buttons
Button | Function |
Add Customer | Add a new customer to the person database |
Sel Customer | Select an existing customer from the database |
Del Customer | Delete the current customer |
Load Last | Display the last customer you were editing |
Select Any | Select any existing entity from the People file (allows you to select a builder or installer as a customer, for example) |
Update | Update changes to an existing person record (appears after selecting an existing person) |
🛠 Setting up discount structures
For customers requiring different discount rates for different product categories:
In the person details dialog, click Set Discount Structure
Select a product category from the left pane
Set the required discount rate
Click Change to apply
Repeat for other product categories as needed
Optionally, copy rates from another customer using Copy From
Click OK to save the discount structure
The system creates a text file named <CustomerName>_CustDisc.DAT in the User folder. This file can be viewed or edited in external programs if needed.
🛠 Company logo integration
Company logos are automatically inserted into reports using key text strings:
File Reference | Source |
CustLogo.JPG | Customer record logo |
InstallLogo.JPG | Installer record logo |
BuildLogo.JPG | Builder record logo |
SalesLogo.JPG | Salesperson record logo |
SuppLogo.JPG | Supplier record logo |
JobImage.JPG | Job details supplier image |
Use the key text string ###Image[CustLogo.jpg] in reports to automatically insert the appropriate logo.
💡 Pricing structure options
You can set pricing based on either (but not both):
Cost price plus markup: Percentage increase on cost price
Sell price minus discount: Percentage reduction from sell price
Important: You cannot mix these methods - all customers must use the same pricing approach (either all markup or all discount).
Individual Item Category Discounts
There is also additional flexibility if you wish to discount individual product groups for each customer. The software creates a discount structure as a separate file for each customer in the ..\User folder when you invoke that, based on a discount structure template file called Cust-Discount-Template.DAT.
When you select the option, [Set Discount Structure], the following dialog box is displayed. This provides for the situation where all your customers are given different discounts rates for different product categories.
For example:
The file name is automatically created by the software and is in the form of –
<CustomerName>_CustDisc.DAT where <CustomerName> is extracted from the customer’s name that you entered in the Set Customer Details dialog.
It is in the form as displayed below in Notepad:
You can enter values as you wish and click [OK] to save that Customer to the text data file called – people2.dat. This allows the file to be viewed and edited in external editors such as Notepad or Microsoft Excel.
You can add a new customer to the person database by clicking Add Customer.
Select Load Last and the last customer you were editing will be displayed.
If you want to select from the entire database, select the Select any person button.
🧾 Export People
Menu path: Set-Up > Export-People
This command exports the people2.dat file to an ASCII text file called people.csv. You can then transfer this file to external programs like Microsoft Excel for editing, then import it back using Import-People.
🧾 Import People
Menu path: Set-Up > Import-People
This command imports people_v6.csv and converts it to people2.dat. This allows you to:
Create people information in external programs like spreadsheets
Export from accounting systems or CRM programs
Bulk edit people records
The imported file format must match the syntax and format of the people2.dat file. Export the file first to review the required format in a text editor.
⚠️ Important notes
File limit: 2000 records maximum (Suppliers, Customers, Installers combined)
People data is saved in people2.dat in the User folder
The discount structure template file Cust-Discount-Template.dat must exist before discount structures will work
Information can be added at any stage - you can set up all details beforehand or on a job-by-job basis
Files can be edited externally in programs like MS Excel, but modify within Roof Wizard unless you're expert with Excel