How to Create a New Customer Profile
New Customer needs to be created when we have acquired new business or our customers have expanded and acquired a new facility. Information necessary to create a new Customer Profile includes:
- ERP Ship-to number which will serve as customer #
- Company name as recorded in the ERP system
- Company address: City, State
Address is required because often we have the same company with multiple shipping locations, and it's easier to distinguish when city and state is defined.
1. Add New Customer Profile
- Click Menu Button
- Click on Static Data
- Click on Customers Manager
- Click "Add new"
- Another option to add new profile is to click the "Add New Button" directly from QBE view
2. Define Key Information
- Type in Customer #: This must be the ship-to number associated with this customer from ERP system
- Type in Company: This is the name of the company as listed in the ERP system
- Type in or select from Class look-up: "C" for end customer and "D" for distributor
- Click on the "Active Record" checkbox.
- Expand the "Address Details" section
- Type in available address information. At minimum must have City and State defined
- Press Save button to capture information
If more information is available like contact information fill in prior to saving the record.
To define distribution list refer to tutorial: "How to Modify Distribution List for Company Profile"
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