Managing Customers

Purpose

Learn how to:

  • Create new customers and customer contacts
  • Edit and maintain customers and contacts in the metadata card

Expected Outcome

  • Users are equipped to handle Customers in SimplerQMS

Prerequisites for all

  • Must be logged in to SimplerQMS 2.8
  • Must be a member of one of these ‘User Groups’ to view records:
    • All internal and external users
  • Must be a member of one of these ‘User Groups’ to create new records
    • All Contributors

Prerequisites for creating Customers

  • Must be a member of one of these ‘User Groups’
    • Sales

Section 1: Creating Customer Record

Step 1.1 – Create new customers – Initiator

To carry out all following steps, you need to be a part of the “Sales” user group.

There are multiple ways to create a customer in SimplerQMS:

I. In the Create New section, on your Home page, click on Customer

II. Click onthe Create (+) button next to Home Tab and choose Customer from the dropdown list

III. On the right side of the screen, expand Create and click on Customer

A Metadata Card will pop up.

Step 1.2 – Fill in the Metadata Card

Part 1: Customer Information
Field nameDescriptionNote
Customer Name*The name of the customer
Site(s)*The site that this customer belongs to 
Responsible Person*The person in sales who is responsible for the customer 
Customer Segment*The segment or group of customers that they belong to or part of. 
Address Street name*The customer street name
Address Postal code*The customer post codeWhen you have filled in the relevant fields, click Create.
 
A customer is created with unique number assigned by the system and the state changes to “Current Customer” which means that it will be presented in the customer list as an active customer.
Address City*The customer’s city
Country*The customer’s country

When you have filled in the relevant fields, click Create.

A customer is created with unique number assigned by the system and the state changes to “Current Customer” which means that it will be presented in the customer list as an active customer.

NOTE: Setting the customer to “Not current – Archive” removes it from the customer list as it is set to Not Archive.

Section 2: Adding Customer Contact Person

Step 2.1 – Add customer contact person

I. Select the customer where you need to create a Contact Person.

II. Click Add New Customer Contact in the Task Area under Actions.

The customer metadata will be copied to the new Contact record as a starting point.

Step 2.2 – Fill in the metadata card

Part 2: Customer Contact Person Information
Field nameDescriptionNote
Customer*The name of the customerPre-filled data
Site(s)*The site that this customer belongs toPre-filled data
Responsible Person*The person in sales who is responsible for the customerPre-filled data
Contact Type*Specifies what type of contact this is – e.g., related to deliveries or invoices 
First Name*The first name of the customer
Last Name*The last name of the customer
Address Street name*The customer street namePre-filled data
Address Postal code*The customer post codePre-filled data
Address City*The customer’s cityPre-filled data
Country*The customer’s countryPre-filled data

When you are done filling out the relevant fields, then click Create

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