Overview
It's important to understand the hierarchy of customer information within OnPtarmigan. There are 4 components to a customer account:
Customer | Customers are defined as a billing account or billing entity. If a customer has multiple entities that they would like us to bill separately to (i.e. BC entity, MB entity) — a Customer will need to be created for each entity. |
Address | Addresses are defined as a shipping location. Customers can have an infinite number of addresses linked. |
Contact | Contacts are defined as people associated with a Customer. Customers can have an infinite number of contacts linked. Typical contacts include Buyers, Accounting/Billing and Store Owners. |
B2B Portal User | B2B Portal Users are defined as people who have access to their Customer Account's B2B portal. This provides them with access to Estimates, Sales Orders, Shipping Orders, and dealer assets.
B2B Portal Users are independent of Contacts. |
Important Rules
There are a few important rules to be aware of when creating new customers:
Multiple shipping locations can be assigned to a single customer, so long as they share the same billing entity (and address).
When creating a new customer, do NOT click "Full Form"
This process is designed for creating new customers who have NOT filled out the retailer application form. For those who have filled out the application, their details should already be pre-filled. They will just need to have their B2B Portal Accounts activated on approval.
Creating a New Customer
Navigate to the "Manage Customers" page via the "Customers" dashboard
Click "Add Customer" and fill in the customer's information. Verify that the default configurations are correct and applicable to this customer
Fill in the Primary Contact Details with the Buyer's contact information
Fill in the Primary Address Details with the shipping address
You can add additional locations by following this guide here
Hit Save and review the Customer's account details
You may need to hit the "Refresh" button on the top right
Link the correct Billing Address & Billing Contacts, or create a new one
Add any additional addresses/locations by following this guide here
Invite B2B Portal Users by following this guide here