Create Customers

By having a centralized and organized system to track and manage customers, you ensure efficient customer management. Customers are the primary connection to contracts, leading to better management of contracts, customer agreements, and obligations.

Create includes tabs with sections of information. Collapse or expand sections to show more content. Hiding detailed information helps keep the page uncluttered, making it easier to view other sections as needed. To expand or collapse a section, click the section heading.

Create a new customer by entering details on one or multiple tabs. After inputting the information, click Create. The system creates the customer and opens the Update page.

Your organization's administrator sets up a default form within the Classic TMS modules, which varies its display of tabs, field groupings, and fields, depending on whether it's in Create, Update, or Query mode.

The tabs and fields you see within this content may differ from those configured by your organization's administrator. Use this information as a guideline.

Create mode displays the Customer form assigned to you based on the current data segment within the Classic TMS database in which you are operating, along with the group to which you are assigned.

1. Go to Customers > Create.

2. On the Main tab, enter the details within each section.

3. Information:

   • Customer number: Enter a unique identifier assigned to each customer. It's used to track and manage customer records within the system.

   • Customer: Include the name of the customer or the company. Ensure that the customer name is accurate and matches the official records.

4. Required:

   • Segment: Select the segment that identifies the data segment within your TMS database.

   • Type: Select the appropriate type code, usually created by the system administrator.

   • Status: Indicates the current status of the customer or the transaction. It can include statuses such as active, inactive, pending, or completed.

   • Account: The account number or details associated with the customer. It's used to manage financial transactions and account-related information.

5. Navigate through the tabs and enter additional details.

6. Click Create.

   The customer gets created and the Update page displays, where you can add further details to the customer.

Addresses section

The addresses section of a customer is where you add a billing or shipping address to a customer record. By adding addresses, you can manage customer information more effectively. This includes having customer locations, which can be important for service delivery, billing, and correspondence.

Access the addresses section from within the Customers > Main tab.

The addresses section includes:

• Description: Provides additional details about the customer's address. It can include information such as the type of location (for example: warehouse, office, residential), specific instructions for delivery, or any other relevant notes that can help in identifying or accessing the address.

• City: Name of the city where the customer is located.

• State: Name or abbreviation of the state where the customer is located.

Add addresses

1. In the Address section, click Add.

2. In the Add address window, enter the following:

   • Description: Provide a brief description or label for the address.

   • Address 1: Enter the primary street address.

   • Address 2: Use for additional address information that doesn't fit in Address 1.

   • State: Enter the name or abbreviation of the state.

   • Zip code: Add the postal code.

   • Phone number: Enter the customer's primary phone number, including the area code.

   • Fax number: Provide a fax number if the customer has one. Include the area code.

3. Select one or both of the following to indicate the address type:

   • Billing address: Select to indicate if the address is where the customer receives bills and invoices.

   • Shipping address: Select to indicate if the address is where the customer's orders or shipments are delivered. This might be different than the billing address.

4. Do one of the following:

   • Click Add.

   • Click Add another to save and then clear the values to add another record.