Key Steps
1. Accessing Customer Management
Navigate to the customer management section of the system.
Note that customers and locations are now separated for easier management.
2. Understanding Customer Information
Each customer can have multiple locations.
Key columns available include:
Total orders over time
Total number of orders
Average total per order
Engagement status (orders within the last year)
Billing status
Default sales rep and payment terms.
3. Customizing View Columns
Adjust the columns displayed based on your needs:
Toggle off sales reps if not used.
Toggle off total order if not relevant.
4. Performing Bulk Updates
Use the bulk update feature for:
Default sales reps
Payment terms
Billing status
Basis Date
5. Managing Locations
Access the locations tab to view all locations for a selected customer.
Locations are sorted by customer name for easy reference.
6. Customizing Location View
Similar to the customer view, you can select which columns to display for locations.
7. Bulk Updating Sales Reps at Location Level
Override the default sales rep for specific locations as needed in bulk!
8. Viewing Customer Details
Access the detail page to view main customer information.
Change or view information as necessary.
9. Accessing Order History
Click on the order history link to filter and view specific orders related to the customer.
Cautionary Notes
Ensure that any changes made to customer or location information are accurate to avoid discrepancies.
Be cautious when performing bulk updates to prevent unintended changes across multiple records.
Tips for Efficiency
Regularly review customer engagement status to prioritize follow-ups.
Customize your view settings to streamline your workflow and focus on relevant data.