Creating a Customer

1. Before creating a new customer account verify that an existing account does not already exist. Once you have confirmed you can create a new account. 

2. To do so click the button directly to the right of the magnifying account. 

a. 

b. That will automatically assign a unused customer number to the account. 

c. 

3. Fill out required information on the header tab. 

a. 

b. Here are the requited fields

i. Name

1) Ensure it's all spelled out. Do not use short hand. 

ii. Billing address 

1) If there are special shipping instructions that always have to be followed put that in on the 2nd or 3rd line like shown in the above example. 

iii. Telephone number 

iv. Email

1) Billing email

a) Multiple emails can be put in this by adding a ; between them. 

v. Salesperson 

1) Always HO 

vi. Tax schedule 

1) Always AVATAX 

2) If they are tax exempt the exmption number needs to be entered but for it to work it needs to also be done in Avalara.

vii. Terms code 

1) Defaults to Credit Card 

a) If it's international customer change to Wire. Other than that do not change. 

viii. Enter primary contact

1) The person you are working with. 

2) Enter by starting to type in Name 

3) It will ask if this is a new contact hit yes and it will take you here: 

4) 

ix. Now enter the ship code. 

1) Always Select FedEx Ground unless APO address in which case select USPS. 

x. Credit Limit

1) Do not change. That's for accounting. 

4. Now go to the Additional Tab 

a. 

b. Enter information 

i. 

ii. Only the Customer Type is required. 

iii. If they are a dealer and they have filled out the dealer agreement and it has been approved by your manager you'd enter a price code. The dealer agreement would be save under the Instadoc's tab as well. 

5. If they have a shipping account they always want us to ship on fill it in on the Action Tab. Also change the shipping method from FedEx to Customer Choice on the header tab. 

a. 

6. If there is any additonal notes that need to be included put it in as a MEMO. 

a. 

7. Hit accept to save and complete the customer account. 

8. Make sure to let the customer know their account number. 

9. If they have a tax exemption or dealer pricing level please also give them the instructions to link an online account to this account. If they make a new account they won't have their special pricing or tax exemption. Whichever is applicable. 

a. Go to shop.actiontarget.com > Sign In > Create a new contact for your account (2nd option from the bottom of the sign in pop up) > Enter your account number, zip code, and the security code > Complete. Doing this will link your online account to your existing account with your specific pricing and tax exemption if applicable.