Customer Management Overview

Managing your customers effectively is crucial for running a successful greenhouse business. WorkSuite FULFILL™ provides comprehensive tools to store customer information, track relationships, and streamline your sales process.

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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

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Customer Information Structure

Each customer record contains several types of information:

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Basic Information

• Customer name (business or individual)
• Description
• Currency
• ERP ID and ERP Price Group ID
• Payment terms

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Contact Details

• Contact persons with names and titles
• Phone numbers
• Email addresses
• Multiple contacts per customer

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Locations

• Multiple delivery locations per customer
• Location addresses with full details
• Location-specific payment terms
• Store numbers and GLN codes

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Billing Addresses

• Multiple billing addresses per customer
• Separate from delivery locations

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Pricing and Terms

• Assigned price group
• Payment terms
• Auto invoice setting

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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

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Getting Started

The most common customer management tasks are:

1. Adding New Customers: Set up new customer accounts with basic information
2. Managing Contacts: Add and update contact persons for each customer
3. Setting Up Locations: Configure delivery locations with addresses and details
4. Managing Billing Addresses: Set up billing addresses for invoicing
5. Assigning Price Groups: Apply appropriate pricing for customers

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Next Steps

Ready to start managing your customers? Check out these guides:

• Adding New Customers
• Managing Customer Details
• Setting Up Contacts
• Managing Locations
• Importing Customers via CSV