Click here to view the "Customers" video
Step #1
Click here to access the "Supply Chain" sub-menu.
Step #2
Click "Customers"
Step #3
Click "Create Customer"
Step #4
Complete the "Customer Information" section by completing the following fields:
- Customer Name
Step #5
Complete the "Customer Address" section by completing the following fields:
- Street Address
- City
- Province
- Country
- Postal Code
- Type of Sale
Step #6
Complete the "Primary Contact" section by completing the following fields:
- Primary Contact
- Primary Contact Email
- Primary Contact Phone
- Primary Position
Step #7
Complete the "Secondary Contact" section (optional) by completing the following fields:
- Secondary Contact
- Secondary Contact Email
- Secondary Contact Phone
- Secondary Position
Step #8
Click "Create Customer" to save your progress.
Step #9
Enter any notes.
Step #10
Add an "Action Item" associated with this customer.
Step #11
Click "Save Customer".