Creating a customer

Creating a customer

Creating a New Customer

This guide explains how to add new customer profiles in Clarus WMS. By following these clear steps, you can efficiently set up new customers and ensure all their essential details are correctly entered for streamlined order and receipt management.


Step-by-Step Guide

1. Navigate to the Customers Menu

First, go to the Settings menu. Then, select Customers to open the customers menu.

2. Start a New Customer Entry

Click the New button. This will open a form where you can enter the customer's details.

3. Fill in Customer Information

You will need to provide the following:

  • Code: A unique identifier for the customer.
  • Customer Name: The full name of the customer.
  • Shelf Life Min/Max: This field is optional and has no current effect. You can leave it blank.

WarningWARNING: Ensure the Code and Customer Name are accurate as they are crucial for identifying the customer.

4. Add Additional Details

After saving the new customer profile, you will see additional options. These include:

  • External References: Use this to link any external identifiers for the customer.
  • Customer Address: Enter the customer's address here.

AlertREMEMBER: Adding the customer address will ensure it automatically appears on orders and receipts.

5. Automatic Application to Orders and Receipts

Once you add these details, they will automatically be used for any orders or receipts linked to this customer, making your workflow smoother.


FAQs

What details are mandatory when creating a new customer?

You must provide a unique Code and the Customer Name.

Is the Shelf Life Min/Max field important?

No, this field is currently optional and does not have any functional impact on the system, so you can leave it blank.

Will the customer's address automatically appear on orders?

Yes, once you add the Customer Address, it will automatically populate on any associated orders or receipts.


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