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
Navigate to Customers in the main menu
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
Click on the customer name or row to open their details
Customer Detail Sections The customer detail view is organized into several sections:
Customer Name : Business or individual nameDescription : Notes and description about the customerCurrency : Currency used for transactionsERP ID : External system identifierERP Price Group ID : ERP pricing identifier
Multiple Contacts : View and manage all contacts for this customerContact Details : Names, titles, phone numbers, and email addressesAdd/Edit : Create new contacts or modify existing ones
Locations (Separate Tab)
Delivery Locations : All delivery locations for this customerLocation Details : Address, location code, store number, GLNLocation Terms : Payment terms specific to each locationAdd/Edit : Create new locations or modify existing ones
Billing Addresses (Separate Tab)
Multiple Billing Addresses : All billing addresses for this customerAddress Details : Full address information including to nameAdd/Edit : Create new billing addresses or modify existing ones
Pricing and Terms
Price Group : Assigned pricing levelPayment Terms : Net 30, COD, etc.Auto Invoice : Automatic invoice creation settingOrder Address Permissions : Control whether addresses can be edited on orders
Making Changes
From the customer detail view, click Edit or the pencil icon
Update any fields that need changes
Click Save to confirm your changes
Changes to customer information affect future orders. Existing orders keep their original information unless specifically updated.
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
Best Practices
Customer Management Tips
Review and update customer information regularly
Keep contacts, locations, and billing addresses current
Verify addresses before large deliveries
Update payment terms and price groups as needed
Use consistent naming conventions for easy searching
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:
