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


There are several ways a customer can be added to DocketManager.

  • CRM > Customers > New
  • New (Quick Add) > Customer 
  • New/Edit Order modal > + icon for customer
  • New/Edit Quote modal > + icon for customer
  • Point of Sale > + icon for Customer


The first step for creating the new customer on MIS, regardless of the way in which you are creating them, will be the opening of a New Customer modal.


Creating a New Customer

Step     Action

  1.      Complete the fields from the New Customer modal.

General

Field
Description 
Customer Name 
This is the Customer 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 (e.g. 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}.

Note: When adding a Facebook/Twitter/Instagram account, only the username is needed. You do not need to add www. or @ symbol.
e.g. Facebook account would only need to be entered as 'Username' not 'www.facebook.com/Username'
Parent Company


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.  


Locations

SectionDescription
Default Billing


This is the default Billing Address for this customer. It will default on all their quotes and orders if the Contact on the order/quote does not have their own specific address.  
Default ShippingThis is the default Shipping Address for this customer. It will default on all their quotes and orders if the Contact on the order/quote does not have their own specific address.  

It can also be set to Same as Billing address by checking the box to the right of Default Shipping.
Additional Locations  

This allows for additional addresses for this customer to be added.  


Note: Additional Locations can have This different tax rates from the default customer rate to be set. When the additional address is selected on a quote/order/shipment, it removes selected tax rates and adds the Location Tax Types.

For more information on locations, see Customers-Locations.


Financial

Field
Description
Discount
This amount will be the default discount amount on all new quote and order items for this customer. This value can be a dollar amount or percentage.
Credit Limit
This is the credit limit for the Customer. It is currently just informational.
Tax Type
This selection will be the default Tax Type for all new quotes and orders for this customer.
Tax Exempt Number
This is the tax exempt number if the customer is tax exempt.
Requires PO
Default set to No. If this is set to Yes, an order cannot be posted without a value in the PO field.
Credit Card Processing AccountThis is the default Credit Card Processing Account that will be used for this customer when making credit card payments.
PO Character CountIf set to Yes, an order cannot be submitted without the correct number of PO Characters.
Accounts Payable Contact
This assigns the customer Contact who will be the default 'To' in the email modal when sending invoices or statements
CC Order Contact
Default set to No. If set to Yes, the order Contact will be cc'd on all invoice emails.
Default Handling FeeSelect Default Handling Fee type (% or $) from the drop-down and then enter value for the fee.
Default Commission Contacts
The Active User(s) and percentages selected will be the default Commission Contacts and percentages on all new quote and order items for that Customer.

To Add Commission Contacts:
Select a contact from the drop-down below Contact and then enter a value for the Commission percentage.
Select X icon to delete contact.
Select + icon to add an additional commission contact.

For more information, see Customers-Financial.


Communications Defaults 

DocumentsThe document defaults become the first option for this customer when selecting to print or email a document. 
Canned Emails

The canned email defaults become the first option in the canned email drop-down. 

For more information, see Customers - Communication Defaults


Online Ordering

Field
Description
Payment
These will be the default and fallback Payment options an Online Contact will have available at checkout.
Shipping
These will be the default a Shipping options an Online Contact will have available at checkout.
Order Due
Select some Order Due options from the drop-down.
Logo
This logo will replace the Portal logo when a Contact from this customer is logged in.

To Add a Logo:
1. Select {Choose File}. An Open File modal will open.
2. Locate Logo file to be added.
3. Select {Open}. The logo image will appear under Logo.

Note: To Delete the logo, select the X on the top-right corner of the image.
Customer's Default Portals
These selections will be the default Portals each new Contact of this customer will be given access to.
BudgetsThese are the budgets Contacts will be granted access to if Automatically Grant Contacts Budget Access toggle set to Yes.

Budgets can be added or a new budget can be create. For more information on budgets, see Budgets - Creating a New Budget.

Note: When first toggled to Yes, existing Contacts will NOT automatically be granted access to these budgets. Existing Contacts will need to have Budgets manually applied. 
Automatically Grant Contacts Budget Access
When set to Yes, grants all new Contacts access to all budgets under the customer. If this is set to No, all budget access must be manually applied to contacts.
Automatically Grant Contacts Product Access
When set to Yes, all new Contacts created will be given access to all products under the customer, and all new Products created will be applied to all current contacts. 

Note: When first toggled to Yes, existing Contacts will NOT automatically be granted product access to existing products for this customer. Existing product access will need to be manually applied for existing Contacts.
Online Security Role Access
These selections will be the available options an Online Admin user will have access to grant to their online users.

For more information, see Online Configuration - Security.

For more information, see  Customers - Online Ordering.


  2.      Select {Save}. A Customer view page will open. The page will now show the 

           name of the new customer.