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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.
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
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 viewing, editing, deleting, or
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Customers with transactions cannot be deleted from the system. |
When adding a new customer, two tabs will be available "Basic" and "Advanced". 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 "Advanced" tab, other settings such as the fuel surcharge, shipping notes, UPC date options and pricing options can be set.
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 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.
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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. |
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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. |
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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