Overview

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. 

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.

   

   This page also allows you to view, edit, delete or inactivate your existing customers by going to the actions column.

   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". 

3. 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).
   •  Enter a "Code" which will be displayed on Purchase Orders and at the Inventory (not mandatory).
     
     

4. Click on "Advanced" fill in the fields requiered.
   
   

   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.

   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.

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

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

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

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

   
   

3. Fill the information requested and click on Save.

   
   

You can export the customers list and ship to's as an Excel file by clicking on the "Export to Excel & Excel Ship To's" button.