Creating a New Customer
This tutorial will go over the steps needed to be taken when setting up a new customer in WinLIMS. This action is required when we acquire new business. For sites where JDE to WinLIMS interface is set-up, customer list will be automatically updated by sending data from JDE to LIMS. For sites where this interface is not set-up or being utilized this will need to be done manually.
1.0 Log-In Screen
From Sharepoint site navigate to the Log-In Screen for Alent Asia or your appropriate location
- Enter your User Name and Password then click "Log In"
2.0 Navigate to Address Manager (Customer Manager)
- Click on Administration menu Item
- Select Companies
- Click on new
3.0 Enter Required Information
Required fields contain a yellow fill and must be filled out prior to saving the record.
- Add Customer # (LF_N). In JDE this is the ship-to Number used for this customer.
- Add "C" for customer in the Class field.
- Add Customer's Name into the Company Text Box. This should be the same name used in JDE for the associated customer number.
- Click on the "Active" check box, to make this record active.
- Other information can be added into the Details panel depending on what is necessary and available.
4.0 Save Record
Click on save button when all available information is filled in.