A critical component of MarketTime is the ability to manage your customers as needed, including the ability to create new customers.
What you'll learn
- How to create a new customer
- How to assign a new customer to a Salesperson
New customers may be added from the View Customers screen, found under Customers in the Navigation Menu.
Adding a New Customer
On this screen, click the New button to begin creating a new customer.
Begin with the Billing information of the customer, by typing in the name. If the Customer does not exist, click the Add button to continue.
For Customers that already exist, they will appear "greyed-out" and denoted as Added.
To edit existing customers, search for the customer on the View Customers and click the Edit button.
Next, fill in the required information for the Billing Address of the customer, marked with asterisks and click Next to continue.
The next window will ask for the Shipping Location information. If it's the same as the Billing information, click the Copy Bill To Info to auto-fill this screen. If it's different, fill out the required fields marked with asterisks, and click Next to continue.
You will have the ability to add additional Shipping Locations to your customer after it's been created with a primary Shipping Location.
Here you will add basic information for the Primary Contact for this customer.
When finished, click Next to proceed to the final step.
Finally, you will assign the Customer to a Division, Category, and/or Salesperson.
When assigning Salespeople, you have the option to choose Primary, Secondary, and Key. When finished with assignments, click the Finish button to complete the Customer.