Add A New Customer Or Edit Existing Customer

Overview

A new customer record can be established in the system, incorporating details about the customer, along with customer-specific settings for dispatch, accounting, and other functionalities.

Specifics

Add a new customer

• Navigate to Sales - Customer. 
• Right click anywhere on the left grid or click on Customer on the top left corner of the window, and select Add New Customer.

• Fill in the required fields in order to create the record which are Type, Customer Name, Primary Phone, Primary Email and Default Pricing. 
• Once you complete these field and click Save, you'll be able to complete the Address Information and any other field based on your preferences. 

When creating an email file, there is an option to assign this email to different email lists.

Default PO

A Default Purchase Order number (PO#) can be allocated to the customer, automatically applying to all new jobsites created for this customer. Upon entering the number and clicking Save, a pop-up window will appear, inquiring whether you'd like to update all existing jobsites with the new information. Choosing Yes will apply the default PO# to all connected jobsites, while selecting No will only affect new ones.

Edit Existing Customer

The user has the ability to track the creator and creation date of a customer file, as well as the last user and date of the file's update.

• There are Created By, Created On, Updated By, and Updated On columns in the "Customer List" grid located in Sales - Customer. 

• In the Add/Edit Customer window, there are Created By, Created On, Updated By, and Updated On fields. This information is system generated and it is not editable. 

The user has the ability to track what changes have been made to the customer and by whom.

• There is a Changes History button in the Add/Edit Customer window. 
• To open the "Changes History" window from the "Customer List" grid, right click on the customer and select Changes History. 

The user has the ability to view cancelled jobs for a selected customer in Sales-Customer, and cancel a job from within "Customer Job History" grid. 

• To view all jobs for a selected customer, including canceled jobs, choose the customer in the "Customer List" grid on the left, click on the Field Chooser of the "Customer Job History" grid on the right, then locate the option "Canceled On," and drag it to the grid as a new column. This will automatically display canceled jobs alongside active ones.
• To cancel a job in the "Customer Job History" grid, right click on it, and choose Cancel Selected Job.