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Customer Setup

Greg Stevens
09-29-2021
Tags: Customers, Setup, Training

The purpose of this Training Program is to familiarize yourself with the setup and creation of Customers.

The “Customer” section of OnSite is used to store Companies you sell to, and the people that you deal with at that company.

 

Customer Setup for Administrators

 

 

Adding and Editing Customers

 

 

Procedural Considerations

1.    Are salespersons properly trained in how to create new customers when doing order entry?  What information will you want to consider as “required”?  Employees will need to be trained in how to enter Customer information properly.

2.    Is your accounting department assisting in customer setup, or reviewing at any point?  Is this something you want to implement on a daily, weekly or monthly basis to ensure that Customer information is being entered properly?

3.    What will you define as a “Customer Account”?  What if the same person works for two different companies?  What if a single company has multiple billing and shipping addresses?  There are different options on how this can be handled, and you will need to decide procedurally within your organization on how you want this handled.