Add Carrier Account Number
- Former user (Deleted)
- Andres Toledo
- Former user (Deleted)
To ship boxes through Carriers that require an electronic transmission tag (/wiki/spaces/DOC/pages/6816065) such as Armellini, Prime, Florida Beauty or Fedex. You must set up the Account Number for each Customer. The following instructions guide you through the process of adding Account Numbers to each Customer:
- Go to Setup and select Customers.
- Search the Customer you want to modify.
- Click on Edit from the Actions column.
- Click on the Days of Service tab.
- Input the Account # for each Carrier from the Carrier Accounts table.
- Click Save to store the changes.
Multiple-Locations: You can set up the account number for each carrier based on Location. The steps are the same as described above. The only difference is that the list of Locations associated with the customer is located on the left side of the screen. Repeat the same process for each Location for other Carriers that require an Account Number.
Roles enabled to perform this action: Administrator.
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Add a Customer — In this article you will learn how to create and set up customer, and how to modify a customer’s credit limit.
Roles enabled to perform this action: Accounts Receivables, Admin, Credit Manager, Sales Manager, and Setup.
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Add a Customer's Ship-To Address — This section of Komet Sales is where the customer's ship to information can be managed. Here you will learn how to add ship to's for a specific customer.
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Add a new contact to a Customer — Use this method to add a new contact to an existing Customer in Komet Sales.
Valid Tokens: Company.
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Add a new Customer to Komet Sales — Use this method to add a new Customer to Komet Sales.
Valid Tokens: Company.
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Add a Product's UPC Information — The system will allow quick viewing of all products that have UPC information for a particular customer. Information can be changed by the salesperson. Also, new products can be associated to the customer and UPC information can be added.
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Add Contacts to a Customer Account and Email PODs — The system allows you to save as many contacts as needed for each customer account.