Now that you are familiarized with the Tailwind CMS layout, it is time to start populating your database with customers. In some cases, you may be able to import customers from your old software database into Tailwind. In order to do this, contact our support team here to determine if this can be done. You can contact our Customer Success team here: Get Support.
To populate your database with customers, first you need to select the ‘Customers’ module. This is done by selecting ‘Customers’ on the left-hand side of Tailwind CMS. This button appears on both the Operations and Administration sides of the software. Prior to creating any customers, your customer list should be blank and appear as in the image below:
To create a new customer, select the new icon
from the Horizontal toolbar. This will cause the Customer window to open. This action can also be carried out by:
- Selecting the ‘Customers’ module and hitting F2 on your keyboard.
- Selecting the ‘Customers’ module, selecting ‘File’, and clicking ‘New’.
- Selecting ‘New’ from within any module and clicking ‘Customer’.
- Hitting Ctrl-U on your keyboard from within any module.
Any of these commands will cause the customer window to appear, as in the image below:
As is the Tailwind standard, any fields written in red are required to be able to save a record.
From here, follow these steps:
- Fill in all fields with as much detail as possible.
- If the Customer Address and Billing Address are the same, only fill in the Customer Address and hit the black arrow to copy these details over to Billing Address. If they are different, fill them in separately. Please note that a billing address must be completed before orders can be created for this customer.
- For Acct Rep/Sales Rep fields, select the salesperson who is responsible for this customer (this will require a personnel record to be created for that salesperson. To do that, follow the instructions detailed in the “Create Personnel” section here: Create Personnel). If there is no specific Acct Rep or Sales Rep, then select the Admin user.
- Choose the customer ‘Type’, in the top right-hand corner. A drop-down box will provide you with a number of different customer types. Select the type which matches this customer.
- Select the ‘Order Requirements’. This details the customer’s POD requirements. Select the most appropriate option from the drop-down list. Checking the box “Customer Ref # Required” will prompt anyone creating an order for this customer to ensure they have the customer reference number entered on the order.
- Once these sections have been completed, click the “Save” button in the bottom right-hand corner.
When prompted as to whether you would like to create a default contact, selecting “Yes” will create a default contact named by the system. By selecting “No”, you will then be able to add contacts to your customer by clicking the “Create Contact” button.
When prompted as to whether you would like to create a default location record for this customer, selecting “Yes” will create a separate location record with this customer’s information. If you pick up or deliver to this customer, a location record for this customer will need to be created. If the customer ships and delivers exclusively to third parties, select “No”.
Once you have filled in these fields, save the customer record. This will allow you to start entering the credit information. To do this, select ‘View Credit Information’. That will cause the ‘Credit Info for [Customer] window to appear, as in the image below:
Customer Credit Information must be completed before users will be able to create orders for this customer, specifically:
- Credit Status must be “Approved”.
- Terms must be set – this is the number of days credit you want to extend to the customer.
- Credit Limit must be set – this is the amount of credit you are willing to extend to this customer.
- Credit Agreement must be ticked. You can also tick any of the other items in the list that are applicable.
Once these steps have been taken, select ‘Save & Close’. This will return you to the ‘Customer’ window, which will appear as in the image below:
Hit ‘Close’ and the customer will now appear on the ‘Customers’ module, as in the image below:
Now continue this process for all of your customers to populate your customer database.