Creating Customers, Contacts, and Locations
Creating Customers, Contacts, and Locations in 10X ERP
This guide explains how to create a new customer in 10X ERP, including key settings, contacts, and locations. Customers can be added through the main customer menu or directly from a sales order or price quote.
Global Customer Settings
- Navigate to the Admin area to view Global Customer Settings that apply automatically to new customers.
- Settings may include printing CFCs, allowing backorders, purchase order requirements, and invoice preferences.
Create a New Customer from the Main Customer Menu
- Go to the Customers Menu – Open the Customers section in the system.
- Click the Plus sign (+) – Enter the Customer Name; the system assigns an ID.
- Fill in Required Fields, including:
- Primary Contact and Sales Rep
- Price Group, Credit Details, Payment Terms
- Shipping Preferences, Tax Information
- Publish the Customer Record – Ensures all entered data is stored.
Add Contacts for a Customer
- Open the Customer Entity Record – Navigate to the Contacts tab.
- Click the Plus sign (+) to “Add Contact” – Enter details like Name, Email, Phone Number, and Role.
- Publish the Contact – The contact is now linked to the customer.
Add Locations for a Customer
- Navigate to the Locations Tab – Open the Customer Record and go to Locations.
- Click the Plus sign (+) to “Add Location” – Provide:
- Physical Address
- Assigned Sales Rep
- Tax and Shipping Preferences
- Publish the Location – Ensures accurate order fulfillment and tracking.
Create a New Customer from a Sales Order or Price Quote
- Start a New Sales Order or Price Quote – Begin entering the customer name.
- If No Match is Found, the system prompts: Do you want to create a XXX?
- Confirm and Enter Basic Details – System applies global settings automatically.
- Publish the Customer Record – Complete the setup later if needed.
By following these steps, you can efficiently set up customers, ensuring proper data entry and streamlined order processing.