1.) Navigate to the List Home
2.) Click the blue plus sign near the “Product Catalog”
NOTE: The same blue plus sign from the list home exists across several pages in SPS for your convenience. Any blue plus sign you find throughout the system is usually the link to create a new page for whatever is listed next to it. Below is an example of how the new customer page link appears from within the Sales Home. |
3.) Complete the New Customer Form
Completing this form with all required fields will add it to your Customer Catalog.
Detailed info
- Customer Name: Name of the Individual or name of the Company should be entered here.
- Cust.ID / Code: Customer ID or Customer Code will be allocated by system in order to eliminate duplicate customer ID
- Customer Type: Type of the customer is to be selected from the dropdown menu. In order to keep track of number of different types of the customer. Examples: Builder, Contractor, Fabricator, Designer, Home Owner etc.
- Contact Name: If the Customer is of Company then, Name of the representative of that company should be entered.
- Print Name / DBA: The Name which should be printed in all forms or documents or Doing Business As the legal firm name should be entered here
- Parent Customer: If a customer belongs to a Group or Company, should select that group or company from the list.
- Referred By: If a customer is referred by another customer, then the referred by customer should be selected from the list.
A. Contact Information: All the required information to communicate with the customer are to be filled in this section
B. Bill-To-Address: Billing or Accounting address to be filled here. All the accounting related documents can be sent to this address.
C. Shipping Address: The address where the products need to be shipped or delivered.
B. Bill-To-Address: Billing or Accounting address to be filled here. All the accounting related documents can be sent to this address.
C. Shipping Address: The address where the products need to be shipped or delivered.
Location Info: Parent Location: Location of the Company where the Customer is registered or belongs to. Division: should always be 65 Sales. In which division of the Company has the customer registered or belongs to. Multi Location Customer: If the customer belongs to all the Locations or more than one location of the Company then this is checked. Generic Customer: If this customer is a generic customer, then this is checked. |
Accounting Controls:
- If Customer PO Number is required to process any Sales Orders for this customer, "PO REQUIRED" should be checked.
- If finance charges should be applied for any late payments from this customer, "APPLY FINANCE CHARGES" should be checked.
- Preferred way of sending documents can be selected from the list: Email, Mail(courier), Fax, Text, etc.
- Number of days to be considered as Grace Period for past due lock.
- Number of days that a customer can hold a particular Product for himself or for company.
- By default its USD for United States. If the Customer belongs to other country then, Currency is to be selected from the dropdown menu.
- Can Track the Customer by date; since when they have been doing business with the Company.
- EINs are unique, nine-digit numbers issued by the Internal Revenue Service (IRS) and primarily used to report employment taxes. Like social security numbers, they never expire and are never reissued to another business.
- A Language can be selected to Communicate(Emails or Calls) between two parties.
Sale Info: When this customer is selected in a transaction, the following fields in respective transactions will be pre-populated. Rep1: Primary Sales Representative of the customer to be selected from the employee list. Rep2: Secondary Sales Representative to be selected from the list. Project Manager: we know in P21 as taker. Price Level: Depending upon the customer Price level can be selected accordingly. Payment Terms: Sales Tax: Sales tax is pulled from Avalara as per the given ZIP code. Tax Exempt: If the customer is Exempt from Tax, then this is checked. Tax Exempt Reason: The reason is to be specified if the customer is Tax Exempt. Exempt Certificate #: Tax Exempt Certificate Number to be entered if tax exempt. Exempt Expiry Date: Expiry Date of the Tax Exempt Certificate. How did you hear about us? The means of customer heard about the Company. Like: Social media, Hoardings, Other Customers, Project Type: what we know as SMG. Type of the Project is to be selected from the list. Examples: Residential, Commercial, etc. Default Fulfillment Method: Default method for this customer is to be selected. If the customer is picking the products then, "Pickup" is selected. If the products are delivered to the customer shipping location then "Delivery" is selected. |
Credit Controls:
Customer Login:
If you want to give the customer access to the SPS Customer Module, where a customer can see all their transactions and request for new quotes or holds. Then you can check mark "Allow access to Customer Login Module" and give a username and password and share the credentials with the customer with the link and mail them to the customer by clicking on the Mail Icon to the top right of the Customer Login Section.
- Credit Limit Amount can be specified, which alerts while creating a Sale Order if the limit exceeds more than specified.
- If the Customer should not be limited by Credit lock, "Is Credit Lock Exempt" is to be checked.
- Sales Alert Notes will display the entered notes when Sale Order created after specified Credit Limit is crossed.
- Sales Lock Note, denotes the reason why its been locked.
Customer Login:
If you want to give the customer access to the SPS Customer Module, where a customer can see all their transactions and request for new quotes or holds. Then you can check mark "Allow access to Customer Login Module" and give a username and password and share the credentials with the customer with the link and mail them to the customer by clicking on the Mail Icon to the top right of the Customer Login Section.
A. Special / Delivery Instructions: If had to give any special instructions or specific delivery instructions, can specify in this box and It will be shown in all prints and documents for this customer.
B. Collection Notes: Accounting related Notes to be displayed while doing any financial transactions
C. Internal Notes: Internal Notes aims to provide extra information about the customer to other employees in the Company. And can be seen when selected the customer while creating a quote, sale order, hold etc. internally.
B. Collection Notes: Accounting related Notes to be displayed while doing any financial transactions
C. Internal Notes: Internal Notes aims to provide extra information about the customer to other employees in the Company. And can be seen when selected the customer while creating a quote, sale order, hold etc. internally.