Customers
Setting up a customer: warehouses, contacts, rates, emails and portal access
9 articles
Create and edit a customer
How to create a customer, what each field on the Data tab means (folio code, maximum times, inventory report mode, active customer), what goes on the other tabs and what changes in the rest of the system once you save.
Attach a customer to warehouses
The customer’s Warehouses tab: what attaching and detaching a warehouse does, how it makes the customer appear on that warehouse’s staff screens and in its portal, and what still belongs to each warehouse (SKUs, stock and templates).
Customer contacts and addresses
The Contacts and Addresses tabs: every field, the contact types (Operations, Billing, Sales, Technical or other), who receives which email, what «Primary» is for and where each address type is used.
Customer rates
How to enter negotiated prices on a customer’s Pricing tab, when each service is charged, what a 0 really means, how to create a service that exists only for that customer and what the tab looks like in warehouses with the new rate card.
Customer payment terms
The Payment terms tab: when the customer pays (per transaction, on arrival, on departure or monthly), how that decides how many invoices are made and when they fall due, credit days, and what the billing currency does (and does not do).
Customer documents, templates and custom fields
The Documents tab: which documents are offered for printing on the customer’s receipts and shipments, its own templates, the custom fields captured when receiving, and the file store for contracts, quotes and certifications.
Customer emails and reports
The customer’s Notifications tab: which emails it receives (receipt confirmed, shipment shipped, daily inventory, monthly KPI scorecard, invoices), who gets them, in which language, with which attachments and how to send them on demand.
The daily inventory and the monthly KPI scorecard
The two reports the customer gets by email on their own: the daily inventory and transactions report and the monthly KPI scorecard. What they contain, when they go out, who gets them, how they recover from a failed run and how to send them by hand.
Portal users
How to give your customer’s people an account for its portal, what each access level lets them see or do, why the portal must be enabled in the warehouse first, and what happens when you edit or delete an account.