Introduction

Operators are able to add Contacts (Customers) from the Back Office. This article will go over that process and the information required.

Adding a Contact

To add a Contact, click '+ Add Contact' in the top right corner of the customer module view.

Personal Information

Fill out the form. Fields marked with a red asterisk * are required.

• First & Last Name*
• Code - This field is used to identify a Customer in reports and accounting
• Phone*
• Email*
• Additional Email Addresses - Email addresses entered here will receive copies of order confirmations and invoices
• Address - When a Contact is first added, this will be the default address for invoicing. However, multiple addresses can be added after a customer is registered. 

Service Charges

To assign a contact to have a service charge or charges assigned to all their orders, choose from existing charges shown here.

Customer Analysis Fields

If the account has customer analysis fields set up, assign them to a Contact here. Learn more about customer analysis fields here.

Account Information

Account Manager

Reach out to a Customer Success Specialist to see if this feature is right for your account

Order Discount

Here you can input a percentage discount to apply to all the customer's orders

Settings

• • Account on Hold - Toggling this will prevent a customer from placing orders
  • Payment by Account - This setting will allow customer's to use Account Codes as a form of payment at checkout. Operators may see B2B, which refers to Order Flow One. If the account also has Order Flow 2, they will see another option for B2C.
  • Payment on Delivery - Reach out to a Customer Success Specialist to see if this feature is right for your account
  • No Minimum Order Amount - If the account has a dedicated minimum dollar value required to checkout (ex: Minimum $100 order to checkout), you can exempt a customer from that setting by toggling this box
  • Require Cost Center - This setting makes it required for the customer to use a Cost Code (aka PO number, Department Code, etc) when checking out
  • Web Registered - If showing "False", that means the customer was added via the Back Office. If showing "True", the customer registered themselves via the Online Ordering website
  • Notes - Notes input here will show as a pop up in the Back Office whenever an order is created by a Back Office user

Invoicing

• Invoice Notes - Notes here are for internal use and reference. (ex: Always send a copy of the Invoice to hq@abclawyers.com)

• Use Custom Frequency and Terms- Caterers can override the default custom invoice frequency and terms per customer here

Sales Tax Override

Sometimes a customer will need to be taxed differently from the accounts default rate. For example, to make a customer "Tax Exempt", choose the rate within their customer profile. 

Click 'Save' once all the required fields are completed and optional fields are filled out