<aside> 💡 The Customer Details page is the first step to setting up Customer records in HQ Warehouse. Users can set the business line, related National Accounts, contact information, addresses, logos and more.

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Customer Details 📖

1. Click the Customers tab in the Global Pane

   

2. Click the New button towards the top of the Customers grid

   

3. Set the Customer Name for Commercial Customers or the First and Last name for Household Goods Customers

   

• Keep Active

  <aside> 💡 Keeps Customers active without in-warehouse Inventory, for more info see Archiving Customers

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• Download to Device

  <aside> 💡 Sends relevant Customer data to mobile enabling users to Receive, Move or Ship Inventory for that Customer

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• E-Mail

  <aside> 💡 Add a Customer email for reference

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• Address

  <aside> 💡 Pre-load addresses for origin, destination, business, etc to be used on the Work Orders page

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• Comments

  <aside> 💡 This is a free type field for additional information about the Customer

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• Shipper/Contact

  <aside> 💡 Add can fill in any additional contact information for Commercial Customers and is required for Household Goods Customers

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• Company Logo

  <aside> 💡 An image loaded here will show up when a portal users log into the Customer Portal

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• Attributes

  <aside> 💡 Custom Fields for the Customer Article catalog

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Customer Addresses

<aside> 💡 Customer Addresses can be added and pulled onto Work Orders

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1. Click the blue and white Plus button to begin

   

2. Set the Address Name and Type

3. Enter the address info or use the Google Maps integration to look it up

4. Click Save to create the Customer Address record, these can be used to fill out Work Order Addresses

   

5. Click the Page and Pencil button to edit Customer Address records

6. Click the Red X button to delete Customer Address records

   

<aside> ✅ Click Save at the top when finished. This will add the customer to the Customer Grid.

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