Introduction

Operators are able to add Independent Contacts from the Back Office. Independent Contacts are individuals whose orders, details, invoices, etc are associated with one person. This article will go over the process of adding an Independent Contact 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.

Assigning Customer as an Independent Contact

Choose the tick box "Independent Contact"

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