To start an Order or Quote you can either search for a current customer or create a brand new customer.
If you need to create a new customer you can select the Create New Button
CREATING A NEW CUSTOMER CODE
Type a customer code between 4 and 10 characters long in the Search field. As you type, the system
will search to see if the code is available to use. If results are returned, you will be informed by a
message “Code already exists” and you must choose a different code. If no results are returned, you
are free to use that code and can proceed.
Start in the Company Name field, and you can press the Tab button on your keyboard, or click
through the fields to enter your customer’s shipping information. Once you have entered the
required information, you can create your customer contacts.
PLEASE NOTE: TAX CODE IS A REQUIRED FIELD, YOU MUST SELECT A TAX CODE, CLICK THE MAGNIFYING GLASS AND SEARCH BY THE TWO LETTER STATE CODE FOR APPLICABLE RATES
From the “Customer Shipping” screen, click the “Add Contacts” button:
NOTE: You can add as many contacts to a Customer Shipping Record or Customer Billing Record as
needed. Customer Contacts can be created for the first time from either the customer shipping
screen, or the customer billing screen. Once a contact has been created in the system from the
shipping screen you should be able to find them and add them to the billing screen (and vice versa):
Enter the full name of the contact person in the search field. If there is another contact with that
name, you will be able to see them in the search results and you can select or edit their information.
If you need to create a new contact, click the “Create New” button.
You will then want to add contact info by clicking “+ Add info”
To enter the contact information, select the type of contact details from the drop down list under the
column “Type”. Then type the actual details (email address, phone number etc.) in the column titled
“Value”. If you need to add any additional information about the contact information, you can add it
in the notes section under the column “Notes”. In order to designate default contact information,
click the corresponding radio button under the column “Default”.
*NOTE: This is recommended for email address info, as it ensures customer facing documentation will go to the correct email address when this contact is listed on an order*
Once you have completed entering your contact information, click the “Close” button in the bottom right-hand corner.
You will come back to the Customer Shipping Screen. Here, you can also mark your contact as a
default. This will make the contact populate automatically on an order when you use this shipping
and/or billing code.
*NOTE: If you have more than one contact listed, you can leave this default button unselected and you can select which contact you are working with from a dropdown in the Ship To, Ordered By, and Bill To contact fields on the Create New Order Screen.*
Once you have entered in all the required info, you will notice a button labeled “+ Save Shipping &
Billing” has now become active next to the ship code. If your billing information is the same as the
shipping information, including contacts, press this button. It will copy over all of this information to the Customer Billing profile.
If you need to alter the information for Billing please see the attached document for the process of creating customers