Creating a Customer
March 25, 2019
Customer Management
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Customer

You can access your Materials by clicking on Customer from the left hand menu.

Manage your customer profiles here and reference any information related to the customer.

Creating A Customer

Click on "New Customer" to begin creating a new Customer. Below is a description of the fields on the form.

Customer - Enter the customer name

Shipping Address Line 1 - Enter in the customer shipping address line 1. This can be modified on a per order basis.

Shipping Address Line 2 - Enter in the customer shipping address line 2. This can be modified on a per order basis.

Shipping City- Enter in the customer shipping city. This can be modified on a per order basis.

Shipping State - Enter in the customer shipping state. This can be modified on a per order basis.

Shipping Zip- Enter in the customer shipping zip. This can be modified on a per order basis.

Billing Address Line 1 - Enter in the customer billing address line 1. This can be modified on a per order basis.

Billing Address Line 2 - Enter in the customer billing address line 2. This can be modified on a per order basis.

Billing City- Enter in the customer billing city. This can be modified on a per order basis.

Billing State - Enter in the customer billing state. This can be modified on a per order basis.

Billing Zip- Enter in the customer billing zip. This can be modified on a per order basis.

Email Address - Enter in the customer's email address. Preferably this is the email for best point of contact.

Phone Number - Enter in the customer's phone number.

Salesperson - Select an existing salesperson that this customer is associated too. This will be used when sales orders are generated.

Editing A Customer

You're able to edit a Customer at any time.

You can edit by first locating the Customer and then clicking on (•••) > Edit.

Need to remove a Customer? You can archive a Customer by first locating it and then clicking on (•••) > Archive.

Archiving a Customer will hide it from view and disable it from being selected on future orders and shipments. You can unarchive a Customer at any time.

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