Add Customer Page

You can add a customer record or an organization record by clicking the New Customer link in the Customer Summary section of Customer Manager. When creating an organization record, you are attaching the customer record to an organization in order to inherit the treatments and privileges afforded to the organization.

Note: An organization is a grouping of customers. Organizations are created in the same manner as a customer. Customers are added to an organization via the organization record using a customer code, name, or email. Organizations might be attached to a price level.
Customer records don't require any specific information. The use and need for fields depends on the company's use of Order Management. Heavy consideration should be given to developers, because Order Management's .NET controls provide default behaviors that depend on the use of specified fields. Note that fields might be supplemented with Attributes.

To add a customer, follow these steps:

  1. In Order Management Administration: click Customers > Customer Manager.
  2. From the Customer Manager dashboard, click the New Customer link in the Customer Summary section.
Note: See Creating a Customer in the Administration Module for steps on creating a customer record.

The following table describes the fields and buttons of the Add Customer page:

Fields and Buttons Description
User Code drop-down A drop-down list to define the user type.
Code For each Item, a Customer Code that identifies the Item. This is automatically generated by the system.
Customer Contact Information This section contains the fields (most are optional) related to the primary customer contact:
  • Name: Alias or familiar name or nickname of the customer.
  • First/Middle/Last: First, middle, and last name of the primary contact. Note that if this is an organization record associated to a customer, enter the Organization name in the Last name field.
  • Title: Email address of the primary contact.
  • Contact: Enter name of the primary contact.
  • Email and Ship Email: Email address and shipping email addresses of the primary contact.
  • Password: Order Management automatically assigns a password at the time a Customer record is created, and automatically emails that password to the customer. The password can be changed in the customer record or personalized by the Customer by clicking on a link embedded in the automated email from Order Management.
  • Phone and Phone Work: Home and Work phone numbers of the primary contact.
Alternate Contact Information This section contains the fields (most are optional) related to Billing information for the customer:
  • Alt Contact: Alternate name of the primary contact.
  • Alt Email: Email address of the alternate contact.
  • Alt Phone and Alt Phone Work: Home and Work phone numbers of the alternate contact.
  • Fax: Fax number of the alternate contact.
  • Cell: Mobile/Cell number of the alternate contact.
Billing Contact Information This section contains the fields (most are optional) related to Billing information for the customer:
  • Country drop-down list: A drop-down list of countries.
  • Attention: Attention contact of the billing contact.
  • Company: Company of the billing contact.
  • Address: The Address fields of the billing contact.
Note: The address format is based on the country selected in the Country drop-down list. See Localization.
Shipping Contact Information This section contains the fields (most are optional) related to Shipping information for the customer:
  • Attention: Attention contact of the shipping contact.
  • Company: Company of the shipping contact.
  • Ship Address: The Address fields of the shipping contact. The address format is based on the country selected in the Country drop-down list.
  • Ship Country drop-down list: A drop-down list of countries for the shipping contact.
Account Information This section contains the fields (most are optional) related to the Account information for the customer:
  • Email Info checkbox: If selected, the customer has elected to receive information via email.
  • Notes: General notes regarding the customer
  • Tax ID: Tax ID of the Customer.
  • Tax Exempt checkbox: Flag for a tax-exempt customer.
  • Credit Limit: Credit limit extended to the customer.
  • Price Level drop-down list: A drop-down list where you can select the price levels (1-5) to which the customer has been attached. Customers assigned to a Price Level are automatically granted that pricing. Purchase transactions reflect the customer's tiered pricing. Price Levels are created in Inventory - Pricing Preferences. Price points for each price level are configured at the Item level.
  • Default Terms drop-down list: A drop-down list where you can select the default terms to which the customer has been attached. Customers might be assigned default terms and are automatically granted those terms. Terms are set up in Order Preferences.
  • Shipping Method drop-down list: A drop-down list where you can select the shipping method to which the customer has been attached. Customers might be assigned a default shipping method and are automatically assigned that method. Shipping methods are set up in Shipping Providers.
  • Does Not Accept Back orders checkbox: A flag that indicates that the customer doesn't want to receive back orders. Customers might have back orders enabled or disabled. If disabled, then once a single Shipping Order is created on a Sales Order, the balance of that Sales Order is automatically closed.
Update button Updates/saves the information on the Add Customer page.
Cancel button Discards the information on the Add Customer page.
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