Companies or Individuals who are existing Customers or current prospects can be set up in the Customer Tab of the CRM.

• Defaults within each Customer can be set up to transfer over to all their new Quotes and Orders.
• See the Customer Import Article for more information regarding Importing Customers.

CRM > Customers > {New}

There are several ways the New Customer Modal can be opened in DocketManager:

• CRM > Customers > {New}
• Top Navigation Bar > New > {Customer}
• Quotes > Quote Level > Actions > Edit > {+} icon for Customer
• Orders > Order Level > Actions > Edit > {+} icon for Customer
• Point of Sale > {+} icon for Customer

GENERAL

• Customer Name - Enter the name of the Customer's Business
  Only enter the name of an Individual if the person's name is the business name. Individuals of a Customer's Business are going to be created as Contacts after the Customer exists.
  
  
• External Identifier - This field can be utilized as a reference to your prior system, accounting software, or a unique customer identifier of your choosing
  
  
• Phone - The Customer's Primary Company Phone Number
  Extensions or Contact Direct numbers are added when creating Contacts.
  
  
• Fax - The Customer's Company Fax Number
  
  
• Email - The Customer's Company Email Address
  
  
• Website - The Customer's Company Website URL
  
  
• Add New - Allows you to Add Additional Customer Company Contact Information
  • Dropdown Menu - Select an additional contact detail option
  • Contact Information - Define the additional contact detail, then Click {Add}
    When adding Facebook, Twitter, or Instagram accounts, only he username is required. No need for a web URL or an @ symbol.
    
    
• Parent Company - Once all your Customers are in the system, this toggle can be set to "Yes" to reference other Customers in the system as Child Companies for informational purposes
  • Child Companies - When the Parent Company Toggle is set to "Yes", you can click the {New} button to add a Child Company Reference
    • {Delete} - Once a Child Company is assigned, it can be removed by selecting the Child Company from the Child Company List and clicking the {Delete} button
      
      
• Sales Rep - The selected user will be the default Sales Rep on all New Quotes and Orders for this Customer
  Reports generated based on the Customer's associated Sales Rep will reference this selection.
  
  
• CSR - The selected user will be the default CSR on all New Quotes and Orders for this Customer
  
  
• Graphics Artist - The selected user will be the default Graphic Artist on all New Quotes and Orders for this Customer
  
  
• Tags - Tags are great way to organize your Customers for searching purposes. You can create as many tags as you need and you can add them to any Customer you want to locate faster
  Learn more about Customer Tags.
  
  
• Shipping Type - Informationally Select a Shipment Type from the from the drop-down or click on the {+} icon to add a new Shipment Type
  The selected Shipment Type will be selected by default for the Customer on New Quotes and Orders.
  
  
• Invoice Delivery - Informationally Select the method with which the customer prefers their Invoice delivered from the drop-down or click on the {+} icon to add a New Invoice Delivery Method
  The selected Invoice Delivery will be selected by default for the Customer on new Quotes and Orders.
  
  
• Customer Since - Informationally Select the date that you've acquired this Customer
  This field prefills to today's date when creating a new Customer.
  
  
• Default Order Statuses - Select the Statuses that should pre-populate onto a Quote or Order when this Customer is associated with a New Quote or Order
  
  
• Default Item Statuses - Select the Statuses that should pre-populate onto a Quote Item or Order Item when this Customer is associated with a New Quote or Order
  Learn more about Statuses.
  
  
• Customer Default Order Tags - Select or add Tags that should pre-populate onto a Quote or Order when this Customer is associated with a New Quote or Order
  
  
• Customer Default Item Tags - Select or add Tags that should pre-populate onto a Quote Item or Order Item when this Customer is associated with a New Quote or Order
  Learn more about Order and Item Tags.

LOCATIONS

When adding locations in DocketManager, all Location Fields must have content entered for the system to accept the location, or all Location Fields must be left blank for no location to be utilized.

• Default Billing - This is the default Billing Address for the Customer, and will pre-populate onto a Quote or Order when this Customer is associated with a New Quote or Order, when an associated Contact doesn't have their own specific Billing Address
  
  
• Default Shipping - This is the default Shipping Address for the Customer, and will pre-populate onto a Quote or Order when this Customer is associated with a New Quote or Order, when an associated Contact doesn't have their own specific Shipping Address
  • {Same as Billing} - If the Default Shipping Location is the same as the Default Billing Location, you can skip entering in the fields for the Default Shipping Location, and select the Checkbox for {Same as Billing}
    
    
• Additional Locations - Allows you to add additional Billing and/or Shipping locations that the Customer may want to utilize on some of their Quotes, Orders, and Shipments
  • Location Tax Types - Additional Locations can have different Tax Rates from the Customers Default Tax Rate
    When the Additional Location is selected on a Quote, Order, or a Shipment, it replaces the Customer Default Tax Rate with the one defined by the Additional Location.
  • {x} - Once an Additional Location exists, it can be deleted by clicking the {x} within the Additional Location Block

FINANCIAL

• Discount - This amount will be the Default Discount Percentage applied to all new Quote or Order Items for this Customer
  The value entered can be positive to apply a discount, and negative to apply a markup.
  
  
• Credit Limit - Optionally enter the combined amount the Customer is permitted to have in Outstanding Accounts Receivable and Active Orders in Production
  This field can be informational, or functional when utilized in conjunction with the [Over Credit Limit] Financial Customer Setting.
  
  
• Tax Type - Select the Customer's Default Tax Rate that should pre-populate on to a Quote or Order when this Customer is associated with a New Quote or Order, or click on the {+} icon to add a new Tax Rate
  The Customer Tax Type can be 1 or more Tax Rates, for reporting different government level tax rates separately.
  Learn more about Tax Types.
  
  
• Tax Exempt Number - If you have selected the "Tax Exempt" Tax Rate, this field can be utilized to keep a record of the Customer's Tax Exempt Number
  
  
• Requires PO - If toggled to "Yes", an Order may not be Posted until a value is entered into the Purchase Order field
  This setting can be Contact specific if set as "No" at the Customer Level, and only set as "Yes" on specific Contacts.
  • PO Character Count - Optionally allows you to set a strict character count requirement
    
    
• Payment Terms - Select the Default Payment Term that should pre-populate onto a Quote or Order when this Customer is associated with a New Quote or Order, or click on the {+} icon to add a new Payment Term
  Learn more about Payment Terms.
  
  
• Credit Card Processing Account - If this Customer is to be assigned a different Credit Card Processing Account from the system default, select the alternative Credit Card Processing Account from the drop-down menu, otherwise leave it as "Select an Option"
  
  
• Accounts Payable Contact - Optionally assign a Contact from the Customer who will be the default "To" in email modals when sending Invoices or Statements
  When no Accounts Payable Contact is selected, the "To" field in email modals when sending Invoices or Statements will default to the Associated Order Contact.
  
  
• CC Order Contact - Optionally set to "Yes" to automatically CC the Associated Order Contact in email modals when sending Invoices or Statements, when an Accounts Payable Contact is defined in the adjacent field
  
  
• Additional Accounts Payable Email - Optionally select from the dropdown list, or type out an email address, to automatically add a contact or an email address to the "Cc" field for Invoice or Statement Emails
  
  
• Default Handling Fee - Optionally enter a % or $ value, to be added onto the cost of shipments for this Customer
  If left blank, the system default will be utilized.
  
  
• Exclude From Credit Hold - Select "Yes" to have this Customer excluded from any Credit Limit Warnings or Holds. Leave as "No" to be able to utilize Credit Warnings or Holds at various stages of Outstanding Accounts Receivable or when the client exceeds their Credit Limit
  • 30 / 45 / 60 / 90 Days - Optionally select an option to either receive a Credit Warning or to place the Customer on a Credit Hold when their Orders maintain a positive balance 30 / 45 / 60 / 90 days after the invoice date
  • Over Credit Limit - Optionally select an option to either receive a Credit Warning or to place the Customer on a Credit Hold when the combined value of Outstanding Accounts Receivable and Active Orders in Production is over the defined [Credit Limit]
    
    
• Default Commission Contacts - Optionally select from the list of system users that you want to pre-populate on this Customer's Quote Items and Order Items, that receive a percentage commission based on the Total Commissionable Value of an Order Item
  Total Commissionable Value is (Item Total - Non-Commissionable Department Item(s) Price).
  • Contact - Select a system user from the dropdown menu
  • Commission - Define a percentage
  • {x} - Used to remove the system user and commission percentage amount
  • {+} - Used to add an additional commission system user and percentage
    
    
• Shipping Accounts - Optionally select a Carrier and then enter an Account Number, allowing you to bill a third party Shipping Accounts utilizing the Shippo Integration
  Learn more about Shippo.
  
  
• Budgets - A Budget is a tool for tracking how much money has been spent against a set budget allowance for a specified time frame
  • {New} - Learn how to Create New Budgets
  • {Add} - Allows you to add an existing Budget to the Customer
  • {Remove} - Once a Budget is added, it can be Removed by selecting the Budget from the Customer's Budget List and clicking the {Remove} button.
    
    
• Automatically Grant Contacts Budget Access - When set as "Yes", all New Contacts created will be provided access to all existing Customer Budgets, and all New Budgets created will be provided to all existing Contacts. When set as "No" Contact Budget access must be manually applied to Contacts

COMMUNICATION DEFAULTS

• Documents - If the Customer needs to utilize a Document Style that differs from the System Default for any of the Document Types, select a specific Document Style from the Document Types dropdown menus below, otherwise leave as "Select an Option" to utilize the System Default Document Styles
  Learn more about Documents.
  
  
• Canned Emails - If the Customer needs to utilize an Email Style that differs from the System Default for any of the Canned Email Types, select a specific Email Style from the Canned Email Types dropdown menus below, otherwise leave as "Select an Option" to utilize the System Default Canned Email Styles
  Learn more about Canned Emails.

ONLINE ORDERING

• Language - If this Customer's Contact's Portal Language needs to differ from the Language selected in the Settings of the Portals, the Customer's Contacts have access to, choose from one of the available options. Otherwise, leave as "Select an Option" to default to the Portal Language, when a Contact doesn't have their own specific Language defined.
  Learn more about Portals.
  
  
• Payment - Select which Payment Options Contacts of this Customer should have available at Checkout, when a Contact doesn't have their specific Payment Options defined.
  If left blank, both options will be available at Checkout to Contacts that do not have their specific Payment Options defined.
  On Account allows the user to complete the checkout and receive a payment request later. Credit Card will prompt the user to pay at checkout.
  
  
• Shipping - Select which Shipping Types are to be available online for the Users of this Customer
  
  
• Logo - Optionally upload a Customer Logo that will replace the Portal Logo when a User from this Customer is logged in
  
  
• Primary Color - Optionally select a Primary Color that will replace the Portal's Primary Color when a User from this Customer is logged in
  
  
• Secondary Color - Optionally select a Secondary Color that will replace the Portal's Secondary Color when a User from this Customer is logged in
  
  
• Customer Default Portals - Select which Portals each New User for this Customer should be given access to
  
  
• Automatically Grant Contacts Product Access - When set to "Yes", all New Contacts created will be given access to all Products associated with the Customer, and all New Products created will be applied to all current Contacts
  When first toggled to "Yes", existing Contacts will not be automatically granted access to existing Products associated with this Customer.
  Learn more about Products.
  
  
• Online Security Role Access - These selections will be the available Security Role Options an Online Admin User of the Customer will have access to grant to their Users of the Customer
  Learn more about Online Security Roles.
  
  
• Default Approvers - Optionally select Users of the Customer to be designated as Online Ordering Shopping Cart Approvers for New Contacts of this Customer
  For a User to be selectable in the below fields, they must have the "Cart Approval" Online Ordering Security Role Permission enabled.
  • Level 1 - All of these users would receive a shopping cart approval request at the same time, and either of their approvals would process the order or trigger a Level 2 approval request
    Utilizing a single Level is meant for parallel approvals.
  • {+} - Add additional approval Levels, if shopping cart approvals require sequential steps of approvers