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 name | Description | Note |
| 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 name | Description | Note |
| Customer* | The name of the customer | Pre-filled data |
| Site(s)* | The site that this customer belongs to | Pre-filled data |
| Responsible Person* | The person in sales who is responsible for the customer | Pre-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 name | Pre-filled data |
| Address Postal code* | The customer post code | Pre-filled data |
| Address City* | The customer’s city | Pre-filled data |
| Country* | The customer’s country | Pre-filled data |
When you are done filling out the relevant fields, then click Create