What You Can Do
With customer management in WorkSuite Fulfill, you can:- Store Customer Details: Keep track of business names, contact persons, and account information
- Manage Multiple Contacts: Store information for different people at the same customer
- Track Locations: Manage multiple delivery locations for each customer
- Set Pricing: Assign customers to price groups for consistent pricing
Customer Information Structure
Each customer record contains several types of information:Basic Information
- Customer name (business or individual)
- Description
- Currency
- ERP ID and ERP Price Group ID
- Payment terms
Contact Details
- Contact persons with names and titles
- Phone numbers
- Email addresses
- Multiple contacts per customer
Locations
- Multiple delivery locations per customer
- Location addresses with full details
- Location-specific payment terms
- Store numbers and GLN codes
Billing Addresses
- Multiple billing addresses per customer
- Separate from delivery locations
Pricing and Terms
- Assigned price group
- Payment terms
- Auto invoice setting
Customer List View
The customer list shows all your customers in an easy-to-scan format:- Search: Find customers by name, contact, or location
- Filter: View only active customers, specific price groups, etc.
- Sort: Organize by name, location, last order date, or other criteria
- Quick Actions: Access common tasks directly from the list
Getting Started
The most common customer management tasks are:- Adding New Customers: Set up new customer accounts with basic information
- Managing Contacts: Add and update contact persons for each customer
- Setting Up Locations: Configure delivery locations with addresses and details
- Managing Billing Addresses: Set up billing addresses for invoicing
- Assigning Price Groups: Apply appropriate pricing for customers
Best Practices
- Keep customer information up to date, especially contact details
- Use consistent naming conventions for easy searching
- Regularly review and clean up inactive customers
- Take advantage of custom fields for greenhouse-specific information