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Customers can be added and modified at anytime and there is no limit as per how many customers you're able to create within the system.
In this article you will learn how to create and set up customer, and how to modify a customer’s credit limit.
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Table of Contents
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Create a Customer
To create and set up new customers within the system, follow the steps below:
Go to
Setup
Click on the green "Add Customer" button.
and select Customers.
Click on Add Customer.
Fill out the customer’s information in the basic setup tab.
Optional: Click on Advanced to set up additional permissions for the customer.
Click on Save.
Customer accounts can be added or modified anytime, and there is no limit on the number of customer accounts that can be added.
This page also allows
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Customers with transactions cannot be deleted from the system. |
When you are going to add a new customer you will have two fields, "Basic" and "Advanced".
In "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).
Click on "Advanced" fill in the fields requiered.
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In Advanced you can enable the Requiered UPC Pull Date option. By enabling this option the system will requiere the user to enter a Pull Date when the UPC information is specified. |
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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 for Prebooks. |
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Once the information is saved you will be able to register the "Ship To". In order to do so, please follow the steps below:
Go to Setup > Customers. Click on 'Edit' under the column 'Actions'.Go to Ship To's tab, click on "Add new ship to".
Fill the information requested and click on Save.
viewing, editing, deleting, or deactivating customers; all of this can be done within the Actions column. For more information, please read Delete and Deactivate a Customer.
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If a customer does not have a Ship To, the system will use the shipping information from this modal. To learn more, read Advanced Customer Account Setup. |
Update a Customer’s Credit Line
You can modify a customer’s credit line from the customer settings
To modify a customer’s credit line, do the following instructions:
Go to Setup and select Customers.
Search the customer.
Click on Edit from the Actions column.
Modify the information in the Credit Limit field.
Click on Save.
When the Credit Limit of a customer is modified, the system will send a notification to Sales Managers and Credit Managers. In the case of multi-location companies, the system will only send notifications to users associated with the customer’s main location.
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