Frequently Asked Questions (FAQ):
1.1 Creating a New Customer The following steps are to create a new customer. a. From the top navigation bar click on Customers b. On this Page click on Add Customer c. Type in an email address. If the customer does not have an email address, it is ok to use a false one. It it highly recommended to collect an email address for marketing purposes, as well as order notification purposes. For AVP accounts send a request to Scott and Julie asking that a credit limit be set for a new customer. Julie will fill that information into the Payment Alert field in this tab. d. Next click on the Customer Information Tab and fill out all of the following information. AVP -- Do not fill in a Company name if there are ship to addresses to individual locations to be entered, as the individual name will not appear on the invoice if the company name field is used. The Address 2 field can be used to identify the ship to address to a billed account. Examples are for Grand Prix accounts who the main account is invoiced, but they need to be able to identify who the order was shipped to. e. Next click on the Customer Fields Tab and select one of the following from the drop down. This is used for HIN reporting. Then type in the Company Code using: 01 (PSD); 02 (CA accounts); 04 (AVP Benson); 06 (AVP- LaVista) f. Next click on the Options tab. Select the Payment Options as PSD or internet customers are credit card only or AVP customers are net 30 Then you will need to select a Key Code that is tied to this user. This is very important to set. In Webjaguar Key Code is referred to as Price Table. Even if the Price Table is not going to be used (such as CA where prices are entered individually per customer) this field must be populated as it is used for accounting purposes. Select from the dropdown menu. AVP -- You will also need to associate a sales rep to this customer, you can select a rep from the drop down. g. The Note tab can be used to add Pet/Vet information or for documenting when addresses or keycodes have been changed. h. After this is complete, simply click Add Customer on the bottom left of the screen and the customer will be added.