Customers - Creating a New Customer


Overview


Companies or individuals who are existing customers or current prospects can be setup in the Customers section of the CRM. Custom defaults can be setup for each Customer that will transfer over to all new quotes and orders.


New Customers can be created by: 


A) Selecting {New} on Customer tab under CRM
B) Hovering mouse over New on top navigation bar and selecting {Contact} from the drop-down. This opens the New Contact modal.
C) Selecting the + icon to left-hand side of customer field from POS page


A New Customer modal will open.


Creating a New Customer

Step     Action

  1.      Complete the General fields from the New Customer modal.

Field
Description 
Name 
This is the Customer's Name that will appear throughout the system.
External Identifier
This can be a customer number from your previous system to import old Orders, or as a reference to customers in your accounting system.
Phone

This is generally the main phone number for the customer.

 

Note: If there is a main office number enter it here, you can add extensions or a contact’s direct information during the Adding Contacts stage.
Fax
This is generally the main fax number for the customer.
Email
This is generally the main email address for the customer.
Website
This is the customer's website url.
Add New
This field allows for additional contact information (ie. phone, mobile, pager, etc.) to be added.

Select an option from the drop-down menu under Add New.
Enter contact information in the field to right of drop-down. Select {Add}.
Additional Contact Info


Parent Company
This allows a reference to children companies. The reference is informational and parent company defaults will not automatically be applied to child companies.

Switch default set to No. If switch toggled to, Yes, the option to add Child Companies will be available.
Child Companies

To edit, add, or delete Child Companies. (See Customer-Child Companies)

Note: The section to add Child Companies is only visible when Parent Company switch toggled to Yes
Sales Rep
The Active User selected from the drop-down will be the default Sales Rep on all new Quotes and Orders for this customer.

Note: Reports using the Customer Sales Rep will reference this selection.
CSR

The Active User selected will be the default CSR on all new Quotes and Orders for this customer.

Graphic Artist
The Active User selected will be the default Graphic Artist on all new quote and order items for this customer.
Tags
The tags selected can be used to identify information about this Customer or to filter down a list for sales or marketing. Tags can be selected from the drop-down or manually entered.  

Note: Manually entered Tags will automatically be added to Customer Tags (See Customer-Tags)
Shipping Type

This selection will be the default Shipping Type for all new quotes or orders for this customer.

Invoice

This selection will be the default Invoice delivery option for all new quotes or orders for this customer.

Terms

This selection will be the default Terms for all new quotes or orders for this customer.

Customer Since
This date will default to the date the customer was created in the system. It can be altered, using the calendar, to the actual date they became a customer.
Default Order Statuses
These selections will be the Default Order Statuses and they will be applied to each new order or quote created for this customer.
Default Item Statuses
These selections will be the Default Item Statuses and they will be applied to each new item added to this customer's orders or quotes.
Default Order Tags
These selections will be the Default Order Tags for all new quotes and orders for this customer. Tags can be selected from the drop-down or manually entered.  
Default Item Tags
These selections will be the Default Item Tags for all new quote and order items for this customer. Tags can be selected from the drop-down or manually entered.  

 

  General customer information can be saved by selecting {Save} at bottom right corner of the modal window. 

  A customer view page will open. The page will now show the name of the new customer.

Additional Customer sections can also be completed from the New Customer modal before saving.

(See Customers-Locations, Customer-Financial, and Customers-Online Ordering)