Difference between revisions of "Create a Customer Account"
(Added and filled in Step 2. Added Steps 3, 4 & 5 to create Contents Box.) |
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| Line 1: | Line 1: | ||
This page will explain how to create a Customer's Account on Spitfire. | This page will explain how to create a Customer's Account on Spitfire. | ||
| − | The process is split up into 5 steps | + | The process is split up into 5 steps: |
== Step 1 - Account and Billing Details == | == Step 1 - Account and Billing Details == | ||
| − | This is where you | + | This is where you enter the customer's Account and Billing Details. |
'''Do Not Call Customer'''<br /> | '''Do Not Call Customer'''<br /> | ||
| − | Set this to green if you want to have a message | + | Set this to green if you want to have Spitfire display a message informing the team not to call the customer. |
'''Customer Declines Mailshots'''<br /> | '''Customer Declines Mailshots'''<br /> | ||
| − | Set this to green if you do not want | + | Set this to green if you do not want Spitfire to send the customer sales e-mails. |
'''Customer Status'''<br /> | '''Customer Status'''<br /> | ||
| Line 69: | Line 69: | ||
Put the address of the customer's website here. Can be left blank. | Put the address of the customer's website here. Can be left blank. | ||
| − | '''Email Address''' ''Required'' | + | '''Email Address''' ''Required''<br /> |
| − | Put the customer's e-mail address here. | + | Put the customer's e-mail address here. Spitfire will send updates, invoices and other important information to this email address. |
Click the [[File:Next.png|alt=Next Button|link=|Next]] button at the bottom right side of the page to show Step 2. | Click the [[File:Next.png|alt=Next Button|link=|Next]] button at the bottom right side of the page to show Step 2. | ||
| − | == Step 2 == | + | == Step 2 - Customer Delivery Details == |
| + | |||
| + | This is where you enter the customer's delivery details. | ||
| + | |||
| + | '''Default Delivery Option'''<br /> | ||
| + | This drop down box will allow you to choose what the customer's default delivery option is selected when an order is created for them. | ||
| + | |||
| + | '''Use same details as Billing Address'''<br /> | ||
| + | If the customer's billing and delivery address details are identical you can click to make this green and Spitfire will copy the details from the Billing step to the Delivery step for you. | ||
| + | |||
| + | '''Drop-Ship for this Customer'''<br /> | ||
| + | Select this option to tell Spitfire that this customer's orders are to be drop-Shipped. | ||
| + | |||
| + | '''Delivery via Van Route'''<br /> | ||
| + | Selecting this option will tell Spitfire that all orders will be sent out on a local delivery van by default. | ||
| + | |||
| + | '''No charge for van deliveries'''<br /> | ||
| + | If you charge for van deliveries, this will tell Spitfire to not charge this customer for them. | ||
| + | |||
| + | '''Prefix'''<br /> | ||
| + | Put the customer's title, eg: Mr, Mrs, Miss, etc here. Can be left blank. | ||
| + | |||
| + | '''Forename''' ''Required''<br /> | ||
| + | Put the customer's first name here. | ||
| + | |||
| + | '''Middle Name'''<br /> | ||
| + | Put the customer's middle name here. Can be left blank. | ||
| + | |||
| + | '''Surname''' ''Required''<br /> | ||
| + | Put the customer's last name here. | ||
| + | |||
| + | '''Company Name'''<br /> | ||
| + | Put the customer's company name here. This is what will show on customer searches and at the top of a customer account's page. | ||
| + | |||
| + | '''Postal Code''' ''Required''<br /> | ||
| + | Put the customer's Post Code here. | ||
| + | |||
| + | '''Address Line 1''' ''Required''<br /> | ||
| + | Put the customer's first line of their address here. | ||
| + | |||
| + | '''Address Line 2'''<br /> | ||
| + | Put the customer's 2nd line of their address here. Can be left blank. | ||
| + | |||
| + | '''Town/City''' ''Required''<br /> | ||
| + | Put the customer's town or city here. | ||
| + | |||
| + | '''County'''<br /> | ||
| + | Put the customer's county here. Can be left blank. | ||
| + | |||
| + | '''Country'''<br /> | ||
| + | Choose the customer's country from the drop down box. | ||
| + | |||
| + | '''Phone Number'''<br /> | ||
| + | Put the customer's phone or mobile number here. Can be left blank. | ||
| + | |||
| + | '''Fax Number'''<br /> | ||
| + | Put the customer's fax number here. Can be left blank. | ||
| + | |||
| + | Click the [[File:Next.png|alt=Next Button|link=|Next]] button at the bottom right side of the page to show Step 3. | ||
| + | |||
| + | == Step 3 - Ordering and Administration Details == | ||
| + | |||
| + | |||
| + | |||
| + | == Step 4 - Credit Control Details == | ||
| + | |||
| + | |||
| + | |||
| + | == Step 5 - Customer Pricing == | ||
Revision as of 18:42, 1 August 2020
This page will explain how to create a Customer's Account on Spitfire.
The process is split up into 5 steps:
Contents
Step 1 - Account and Billing Details
This is where you enter the customer's Account and Billing Details.
Do Not Call Customer
Set this to green if you want to have Spitfire display a message informing the team not to call the customer.
Customer Declines Mailshots
Set this to green if you do not want Spitfire to send the customer sales e-mails.
Customer Status
You can choose what Status the customer will have when the account is created:
Prospect will make the customer not show on a search unless the search options are set to find prospect accounts, while Current accounts will show on a normal customer search.
Customer Category
This allows you to choose what Category the customer can be applied to. For example, they can be marked as a sales or a trade customer.
NCR Catchall Domain
Any e-mails matching the domain typed into this entry will be diverted to this customer.
Prefix
Put the customer's title, eg: Mr, Mrs, Miss, etc here. Can be left blank.
Forename Required
Put the customer's first name here.
Middle Name
Put the customer's middle name here. Can be left blank.
Surname Required
Put the customer's last name here.
Parent Company
Put a customer's parent company here if required. Can be left blank.
Company Name
Put the customer's company name here. This is what will show on customer searches and at the top of a customer account's page.
Postal Code Required
Put the customer's Post Code here.
Address Line 1 Required
Put the customer's first line of their address here.
Address Line 2
Put the customer's 2nd line of their address here. Can be left blank.
Town/City Required
Put the customer's town or city here.
County
Put the customer's county here. Can be left blank.
Country
Choose the customer's country from the drop down box.
Phone Number
Put the customer's phone or mobile number here. Can be left blank.
Fax Number
Put the customer's fax number here. Can be left blank.
Website Address
Put the address of the customer's website here. Can be left blank.
Email Address Required
Put the customer's e-mail address here. Spitfire will send updates, invoices and other important information to this email address.
Click the 
button at the bottom right side of the page to show Step 2.
Step 2 - Customer Delivery Details
This is where you enter the customer's delivery details.
Default Delivery Option
This drop down box will allow you to choose what the customer's default delivery option is selected when an order is created for them.
Use same details as Billing Address
If the customer's billing and delivery address details are identical you can click to make this green and Spitfire will copy the details from the Billing step to the Delivery step for you.
Drop-Ship for this Customer
Select this option to tell Spitfire that this customer's orders are to be drop-Shipped.
Delivery via Van Route
Selecting this option will tell Spitfire that all orders will be sent out on a local delivery van by default.
No charge for van deliveries
If you charge for van deliveries, this will tell Spitfire to not charge this customer for them.
Prefix
Put the customer's title, eg: Mr, Mrs, Miss, etc here. Can be left blank.
Forename Required
Put the customer's first name here.
Middle Name
Put the customer's middle name here. Can be left blank.
Surname Required
Put the customer's last name here.
Company Name
Put the customer's company name here. This is what will show on customer searches and at the top of a customer account's page.
Postal Code Required
Put the customer's Post Code here.
Address Line 1 Required
Put the customer's first line of their address here.
Address Line 2
Put the customer's 2nd line of their address here. Can be left blank.
Town/City Required
Put the customer's town or city here.
County
Put the customer's county here. Can be left blank.
Country
Choose the customer's country from the drop down box.
Phone Number
Put the customer's phone or mobile number here. Can be left blank.
Fax Number
Put the customer's fax number here. Can be left blank.
Click the button at the bottom right side of the page to show Step 3.
