Overview
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Customers can be added and modified at anytime. There is no limit to the amount of customers that can be added. |
To setup new customers within the system, follow the steps below:
Go to Setup > Customers.
Click on the green "Add Customer" button.
Tip This page also allows viewing, editing, deleting or inactivating customers by using the options under the actions column.
Warning Customers with transactions cannot be deleted from the system.
When adding a new customer, two tabs will be available "Basic" and "Advanced". Under Under the "Basic" tab,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 the "Advanced" tab, other settings such as the fuel surcharge, shipping notes, UPC date options and pricing options can be set.
Under Under the "Advanced" tab the user can enable the "Require UPC Pull Date" option. By enabling this option the system will require the user to enter a Pull Date, when the UPC information is specified.
- The "Default Pull Date Days", are to set the number of days after the truck date for the Pull Date field when the UPC information is especified, this applies only for Prebooks.
- The "Pull Date Format" can be chosen when the UPC information is specified, when doing the order the format will show as it was selected by the user. Example: if the format date selected was "Julian Date" (yyD) when the order is generated the Pull Date will show the format as "yyD".
The "Default Price B" can be setup when the customer has an alternative markup over Price A, this can be set either in a Percentage or Dollar amount. Click on "Save".
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Once the information is saved, the user will be able to add a "Ship To" to the customer. In order to do so, please follow the steps below:
- Go to Setup > Customers. Click on 'Edit' under the 'Actions' column.
Under the 'Ship To's tab, click on "Add new ship to".
Fill in the information requested and click on Save.
Note If the user needs to either "Edit" or "Delete" an existing "Ship to", this can be done under the "Actions" column by clicking on the needed option.
Tip Customers list and Ship to's can be exported as an Excel file by clicking on the "Export to Excel & Excel Ship To's" button.