Manage Customers

• The Customers page includes the option to search for customer by Name and the ability to enter New customers.
  • To include removed customers in the search results, slide the Show Removed Customers bar to the right before searching.
  • To create a new customer, click the New button. The customer/company name, lead status and credit terms are required before continuing successfully. Users may add external vendor code (if needed) and credit limit (if needed).  Use the sliders to indicate if the customer is tax exempt, requires a PO and is available or not.  Click the Save button to continue.

• The action menu next to each Customer Name in the search results allows you to quickly view the customer in a new tab, remove the customer, check the history on the customer, start a new production/fulfillment/service order or view the sites for the customer.
  • If users want to create a New Order for a Customer from the action menu items, it will direct you to the Order Wizard.

NOTE: Users have the ability to do column header sorting for the search results. Each time you click Name, Requires PO, Tax Exempt or Available (if they have data), the columns will go from ascending to descending.

OR

• Users can click on the Customer Name to view all customer details.
• On the left hand side of the page, click the action menus on each widget to set up a primary contact, primary carrier, primary ship to, and primary bill to information OR users can do that using the drop down menus/action menus to the right in the Customer details.

NOTES:

1. Tax Exempt, Require PO and Available sliders are found at the bottom of this page.
2. A Customer Name cannot be the same as a Customer that is Active.
3. All boxes outlined in yellow are required before saving.
4. After all the customer details are complete, you should not see any red widgets on the page.