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Managing Customers

Purpose

Learn how to:

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

Outcomes and Prerequisites

Expected Outcomes

  • Users are equipped to handle Customers in SimplerQMS

Prerequisites for all

  • Must be logged in to SimplerQMS
  • 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:

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

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

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

A Metadata Card will pop up.

Step 1.2 – Fill out metadata card for Customer

Fill the following sections on the metadata card: required fields are marked with an asterisk (*)

Part 1: Customer Information
Field nameDescriptionNote
Customer Name*The name of the customer 
Site*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 code 
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 a 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

  1. Select the customer where you need to create a Contact Person.
  2. 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 out the metadata card

Part 2: Customer Contact Person Information
Field nameDescriptionNote
Customer*The name of the customerPre-filled data
Site*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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