Overview

To setup new customers within the system, follow the steps below:

1. Go to "Setup > Customers" tab.

2. Click on the green "Add Customer" button.

   

   Tip
   This page also allows you to viewviewing, editediting, delete deleting or inactivate your existing inactivating customers by going to using the options under the actions column.

   Warning
   Customers with transactions cannot be deleted from the system.

3. When you are going to add adding a new customer you will have two fields, , two tabs will be available "Basic" and "Advanced". In Under the "Basic"  you need to fill in the company and the address information.

    

   •   Make sure to specify a credit limit (if applicable).
   •   Choose the "Terms".
   •   Assign a Salesperson (this is important for reporting purposes).
     Enter a "Code" which will be displayed on Purchase Orders and at the Inventory (not mandatory).
   

   Click on "Advanced" fill in the fields requieredtab,the company's general information can be added, as well as other information such as the credit limit, payment method salesperson, terms, etc. Under the "Advanced" tab, other settings such as the fuel surcharge, shipping notes, UPC date options and pricing options can be set.

   
   

   Info
   In Advanced you Under the Advanced tab the user can enable the Requiered Required UPC Pull Date option. By enabling this option the system will requiere require the user to enter a Pull Date, when the UPC information is specified.

   Note
   The Default Pull Date can be set in the Advanced field, the number of days after the truck date for the Pull Date field, when the UPC information is specified. This applies only only applies for Prebooks.

4. The "Default Price B" can be setup when the customer has an alternative markup over Price A, this is selected can be set either in a Percentage or DollarsDollar amount. Click on "Save".
   
   

Once the information is saved you , the user will be able to register the add a "Ship To" to the customer. In  In order to do so, please follow the steps below:

1. Go to Setup > Customers. Click on 'Edit' under the column the 'Actions' column.
   
   
   
   

2. Go to Under the 'Ship To's tab, click on "Add new ship to".

   
   

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3. Fill in the information requested and click on Save.

1. Note
   If the user needs to either "Edit"

1. or "Delete" an existing "Ship to",

1. this can be done under the "Actions" column by clicking on the needed option.

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1. Tip
   Customers list and

1. Ship to's can be exported as an Excel file by clicking on the "Export to Excel & Excel Ship To's" button. Image Added

    

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