Purpose

This article contains the steps to follow for adding an Organization to the Customer Module that follows the Hierarchy model.

Process

Operators are able to add Organizations from the Back Office.

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

General Settings

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

• First & Last Name (Required)
  
  
• Code - This field is used to identify a Customer in reports and accounting.
  
  
• Phone (Required) 
  
  
• Email (Required) 
  
  
• Additional Email Addresses - Email addresses entered here will receive copies of order confirmations and invoices.
  
  
• Address - When a Organization 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 an Organization a service charge or charges assigned to all orders, choose from existing charges.

For more information on adding a service charge please reference the article, 365 Catering (Spoonfed) - Setup Module - Add Service Charges.

Customer Analysis Fields

If the Organization has customer analysis fields set up, they can be assigned.

 For more information regarding customer analysis fields please reference the article, 365 Catering (Spoonfed) - Setup Module - Customer Analysis Fields.

Account Information

Account Manager

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

Order Discount

Here a percentage discount can be added 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), 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 defaults and set up custom invoice frequency and terms per customer.
  
  

For more information regarding the default invoice frequency and terms please reference the article, 365 Catering (Spoonfed) - Setup Module - Invoice Setup for Organizations.

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 Tax Exempt rate within their customer profile. 

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