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Customers

In Customer section you can manage the customers who represent a group of buyers related to the same business organization: add a new customer and view, edit and delete existing customers, and access the aggregated information about customer users activities and eCommerce operations (requests for quotes, quotes, and sales orders).

You can also quickly get to the customer organization structure, an address book with a preview on the map, customer users:, price lists enabled for the customer, and overview of requests for quote, sales orders, quotes created by and for customer users. Finally, you can get to a summary of activity from every operation triggered by the customer users.

Create a Customer

To create a new Customer:

  1. Navigate to Customers > Customers in the main menu.

  2. Click Create Customer.

    The following page opens:

  3. Fill in the customer Name.

  4. Optionally, add a customer to a customer group if you already have a group with the settings and configuration that fits the new customer.

  5. If you are adding a subsidiary of the existing customer, select Parent Customer.

  6. Assign a sales representative who will be assisting customer users.

  7. Select Tax Code that will label the customer group taxation schema.

  8. Add a billing and shipping address as described in the address book section.

  9. In the Additional section, select a Payment term to be used as a payment option available to the customer users during on the checkout.

  10. In the Price Lists section, add pricelists and prioritize them as described in Price List Management for a Customer Group section.

  11. Click Save in the top right right corner of the page.

A new Customer Group is created.

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