Customer Master

The following articles with give you the basic foundations for creating customer files and managing their information.  The first set of articles start with the Training Guide basics.  The next articles go more in depth by reviewing additional tabs and management of customer specific master files such as categories and terms. 

• Creating and editing a new customer
• Configure default order preferences
• Configure tax rate and credit options
• Add customer notes
• Configure default freight options
•  Assign customer part numbers
• Set up customer Ship to location
• Manage contacts
  • Add a contact to a prospect
  • Email options with contacts
• Set Up Inform to manage customers
  • Categorize customers by business or pricing
  • Set up customer payment terms
  • Create tax codes
  • Add a customer to a source
•  Advanced Topics
  • Set up default customer truck routes
  • Add customer credit references
  • Customer purchase orders
    • Configure spending limits for purchase orders
    • Specify a pattern default for purchase orders
  • Tax Matrix
  • Custom fields
  • Manage your salespeople
  • Jobs
  • Customer ranking
  • Customer consignment
  • Group pricing