Managing Customer Details

Once you’ve added customers to WorkSuite FULFILL™, you can view and manage their detailed information to maintain accurate records and provide better service.

​

Accessing Customer Details

​

From the Customer List

1. Navigate to Customers in the main menu
2. Find the customer you want to view:
   • Use the search box to find customers by name
   • Use filters to narrow down the list
   • Scroll through the list if needed
3. Click on the customer name or row to open their details

​

Customer Detail Sections

The customer detail view is organized into several sections:

​

Basic Information

• Customer Name: Business or individual name
• Description: Notes and description about the customer
• Currency: Currency used for transactions
• ERP ID: External system identifier
• ERP Price Group ID: ERP pricing identifier

​

Contacts (Separate Tab)

• Multiple Contacts: View and manage all contacts for this customer
• Contact Details: Names, titles, phone numbers, and email addresses
• Add/Edit: Create new contacts or modify existing ones

​

Locations (Separate Tab)

• Delivery Locations: All delivery locations for this customer
• Location Details: Address, location code, store number, GLN
• Location Terms: Payment terms specific to each location
• Add/Edit: Create new locations or modify existing ones

​

Billing Addresses (Separate Tab)

• Multiple Billing Addresses: All billing addresses for this customer
• Address Details: Full address information including to name
• Add/Edit: Create new billing addresses or modify existing ones

​

Pricing and Terms

• Price Group: Assigned pricing level
• Payment Terms: Net 30, COD, etc.
• Auto Invoice: Automatic invoice creation setting
• Order Address Permissions: Control whether addresses can be edited on orders

​

Editing Customer Information

​

Making Changes

1. From the customer detail view, click Edit or the pencil icon
2. Update any fields that need changes
3. Click Save to confirm your changes

​

Common Updates

Basic Information Changes

• Updated customer description
• Changed currency (rare)
• Modified ERP IDs

Pricing and Terms

• Price group changes due to volume increases
• Updated payment terms
• Auto invoice setting changes
• Order address permission adjustments

Contacts, Locations, and Billing Addresses

• Managed in their respective tabs
• Each has its own Add/Edit functionality
• See separate documentation for details

​

Discount and Tax Settings

You can set a default discount percentage and tax-exempt status directly on a customer record.

​

Default Discount

The Default Discount (%) field sets a discount that applies automatically when creating orders for this customer. Enter a percentage value (for example, 10 for 10%). Leave blank or set to 0 if no default discount applies.

​

Tax Exempt

The Tax Exempt Number field lets you record a customer’s tax exemption identifier. When this field is populated, it signals that the customer’s orders may be tax-exempt. Enter the customer’s tax exemption certificate number or identifier.

​

Freight Charges

You can configure freight charges at the customer level to control how shipping costs are calculated on orders. Individual locations can override the customer-level setting when their freight terms differ.

​

Freight Charge Types

​

Setting Freight Charges for a Customer

1. Open the customer detail view and click Edit
2. In the Freight Charge Type field, select None, Percentage, or Flat Fee
3. If you selected Percentage or Flat Fee, enter the charge amount in the field that appears
4. Click Save

​

Location-Level Overrides

Freight charges set on a customer apply to all of that customer’s locations by default. To use different freight terms for a specific location, open the location detail and set its own Freight Charge Type. The location setting takes precedence over the customer setting for orders to that location.

​

Best Practices

​

Regular Maintenance

Regular Tasks

• Update contact information in the Contacts tab
• Review and update locations as needed
• Keep billing addresses current
• Adjust price groups based on customer volume

Data Quality

• Clean up duplicate records
• Verify ERP IDs match external systems
• Ensure currency settings are correct
• Review payment terms periodically

​

Troubleshooting

​

Common Issues

Can’t Find Customer

• Try searching by partial name
• Check spelling and variations
• Use the filter options in the customer list

Information Won’t Save

• Check that all required fields are filled (Name and Description)
• Verify you have permission to edit customers
• Try refreshing the page and trying again

Pricing Not Applied Correctly

• Verify the customer is assigned to the correct price group
• Ensure the price group has current pricing information
• Check if ERP pricing is being used and ERP Price Group ID is set

​

What’s Next?

After managing customer details, you might want to:

• Set up contacts
• Add locations
• Add billing addresses
• Import multiple customers