Welcome to Isolocity's Support

What is the purpose of adding a new customer in the Isolocity system?

• Adding a new customer in the Isolocity system allows you to manage and maintain an up-to-date customer database. This includes storing contact information, tracking orders, and associating relevant documents, which is essential for efficient customer relationship management.

How do I begin adding a new customer in the Isolocity system?

• To add a new customer, log in to the Isolocity system, navigate to the "Supply chain" section, and click on "Customer." This will open the customer creation form where you can enter the necessary details(Adding A New Customer).

What information is required to add a new customer?

• The required information includes:

  • Customer Name: The official name of the customer.

  • Status: Indicates whether the customer is active or inactive.

  • Address: Including street address, city, province/state, and country.

  • Type of Sale: The nature of the sales relationship (e.g., retail, wholesale).

  • Primary Contact: The main contact person for the customer, including their email, phone, and position.

  • Secondary Contact (Optional): Additional contact information if available(Adding A New Customer).

How do I enter the customer’s address in the system?

• Enter the customer's street address, city, province/state, and country in the respective fields during the customer creation process. This information is crucial for order shipments, billing, and record-keeping(Adding A New Customer).

Why is it important to select the correct status for a customer?

• Selecting the correct status ("Active" or "Inactive") ensures that the system accurately reflects the current business relationship. Active customers are those with ongoing business, while inactive customers may no longer be engaged(Adding A New Customer).

What is the significance of the "Type of Sale" field when adding a customer?

• The "Type of Sale" field helps categorize the customer based on the nature of your business relationship (e.g., retail, wholesale, distributor). This categorization is useful for sales tracking, reporting, and marketing efforts(Adding A New Customer).

How do I add a primary contact for the customer?

• Enter the primary contact's name, email, phone number, and position in the designated fields during the customer creation process. The primary contact is the main point of communication for any business dealings(Adding A New Customer).

What should I do if the customer has additional contacts?

• If the customer has additional contacts, you can add them in the "Secondary Contact" section. This is optional but useful for ensuring that all relevant personnel are included in communications(Adding A New Customer).

Can I upload documents related to the customer during the creation process?

• Yes, you can upload any relevant documents, such as contracts, agreements, or reference files, by clicking on the "Upload Documents" option. This helps keep all customer-related information centralized and easily accessible(Adding A New Customer).

How do I finalize the creation of a new customer in the system?

• After entering all the required information, review the details for accuracy, and then click "Create Customer" to finalize the process. This action saves the customer information in the system for future use(Adding A New Customer).

What happens if I need to edit customer information after creation?

• If you need to edit customer information, you can do so by navigating to the "Customers" section, selecting the customer, and updating the necessary fields. Be sure to save any changes to ensure they are recorded in the system(Adding A New Customer).

How do I manage action items associated with a customer?

• You can add and manage action items related to a customer by selecting the "Add Action Item" option during or after the customer creation process. This allows you to track tasks, follow-ups, and other customer-related activities(Adding A New Customer).

Why might I need to enter a secondary contact for a customer?

• A secondary contact may be necessary if the customer has multiple departments or if the primary contact is unavailable. Adding a secondary contact ensures that communication remains uninterrupted(Adding A New Customer).

Can I deactivate a customer after they have been created?

• Yes, you can deactivate a customer by changing their status to "Inactive" in the customer profile. This action is useful if the customer is no longer doing business with your company but you wish to retain their records for historical purposes(Adding A New Customer).

How do I associate multiple documents with a customer profile?

• Multiple documents can be associated with a customer profile by using the "Upload Documents" feature during the customer creation or editing process. This allows you to keep all relevant documentation organized and easily accessible(Adding A New Customer).

What should I consider when entering the primary contact’s position?

• Enter the primary contact’s position to provide context for their role within the customer’s organization. This information can help in understanding their decision-making authority and areas of responsibility(Adding A New Customer).

How do I enter and save a secondary contact’s information?

• Enter the secondary contact’s details in the appropriate fields, including name, email, phone, and position. After entering the information, save the changes to ensure the secondary contact is recorded in the system(Adding A New Customer).

Is it possible to create a customer profile without adding a secondary contact?

• Yes, adding a secondary contact is optional. You can create a customer profile with only the primary contact information if that is all that is available or necessary(Adding A New Customer).

How do I review customer profiles for accuracy?

• Review customer profiles by navigating to the "Customers" section and selecting the customer you wish to review. Check all fields for accuracy, including contact information, address, and uploaded documents(Adding A New Customer).

How can I search for a specific customer in the system?

• You can search for a specific customer by entering their name or other identifying information in the search bar located in the "Customers" section. This allows for quick retrieval of customer profiles(Adding A New Customer).

What should I do if a customer’s address changes?

• If a customer’s address changes, update the address information in their profile by editing the relevant fields. Be sure to save the changes to ensure that all future communications and shipments use the correct address(Adding A New Customer).

How do I track orders and shipments associated with a customer?

• Orders and shipments can be tracked by linking them to the customer profile within the system. This provides a comprehensive view of the customer’s transaction history and helps in managing ongoing orders(Adding A New Customer).

What is the significance of the "Create Date" for a customer profile?

• The "Create Date" records when the customer profile was initially created in the system. This date is important for tracking the length of the business relationship and for auditing purposes(Adding A New Customer).

How do I handle duplicate customer entries in the system?

• If duplicate customer entries are found, they should be merged or one should be deleted to maintain a clean and accurate database. Ensure that all relevant information is preserved during this process(Adding A New Customer).

How do I ensure that customer data is kept up-to-date?

• Regularly review and update customer profiles, especially after significant interactions such as new orders, changes in contact information, or address updates. This practice ensures that the customer database remains current and useful for business operations(Adding A New Customer).