Connect has divided your customer’s data into 3 pieces that make a hierarchy. This allows for easier data management. There are several ways you can choose to set up this data. This article outlines one of the most common ways.
Customer – This is the highest level of the pyramid. Let’s say we are servicing an account for ABC Conglomerate. ABC has locations across the country. We are going to service/deliver to specific points in each of those locations. In this case, you might choose to set up my customer as “ABC Conglomerate.”
Location – ABC has locations in many different cities, so we will choose to make the Locations under ABC customer each city name. This is the middle tier of our hierarchy. We will have Locations:
- ABC – Atlanta
- ABC – Denver
- ABC – Chicago
Order Group – this is the precise place you are servicing or delivering to. This is the most granular tier in the hierarchy. Let’s say that at each of ABC’s locations, you will be servicing a break room but in Atlanta, you will also service the warehouse. You would create the following order groups:
- ABC Atlanta Break Room
- ABC Atlanta Warehouse
- ABC Denver Break Room
- ABC Chicago Break Room
This structure has created a data tree of information that allows us to determine ordering statistics based on ABC Conglomerate overall, each city for ABC, or even a specific break room at ABC.
The data tree looks like this:
Another way commonly used to structure data in the case where delivery routes are used:
If the Lightspeed picking solution is used, Connect’s data maps to lightspeed as follows:
Order Group Name
Order Group Name
Structuring data in this way may make it slightly easier to pick as you can combine multiple customers’ orders to be on the same route when picking, yet in Connect each customer’s order history is separate. For example, you could have this structure, and orders for both ABC Denver and XYZ Denver would show up when you select to pick for Route 2.
To create a new customer, navigate to the Customers screen on your Connect site. On the left of the screen, you will see a Manage Customers panel. In the panel, you will see a list of any existing customers. Click the New Customer button at the top right of the panel.
A new panel will open on the right side of the screen for you to fill out details about your customer. The customer's name is a required field. Payment Terms will show on the Customer’s Invoice if this field contains data. If “Hide Price” is checked, invoices emailed to the customer will not have prices attached. This will end up looking more like a packing list. Fill out all pertinent information and click on the blue save button.
To edit a customer, find the customer in the Manage Customers panel. Click to select and the customer will highlight. The customer detail will appear in the panel on the right side of screen. Make any necessary edits and click the “Save” button.
Create a Location
To create a location, navigate to the Order Groups section of your Connect Site. In the Customers panel on the left of your screen, choose the customer you are creating a location for. The customer will highlight, and a panel will appear in the middle of the screen with a list of locations that exist for this customer. To create a new customer, click the + button at the top right of the Locations Panel.
A text box will open to input the location name. The customer selected should appear in the drop drown box to the right of the Location Name input. Input the customer's name and click the green checkmark to save.
Edit a Location
To edit a location, click on the pertinent customer to get the list of locations. Now click in any field you wish to edit and make your change. Click out of that field to save.
There are two reports that can be pulled from this page. If you hover your mouse over the printer icon in the Customers panel, you can see that clicking this button will pull a report of all ACTIVE locations for all customers.
If you click the printer icon in the Locations panel, you will pull the same report for all ACTIVE locations that belong to the customer who is selected.
Order Group Management
Create an Order Group
To create an order group, navigate to the Order Groups section of your Connect Site. In the Customers panel on the left, choose the customer you are creating a location for. The customer will highlight, and a panel will appear in the middle of the screen with a list of locations that exist for this customer. Click the checkbox beside the location you wish to create an order group for. An Order Group panel will open on the right side of your screen. To create a new order group, click the + button at the top right of the Order Group Panel. A window will open where you can input the order group name. The second field of this window is your list of packout areas. Select the appropriate packout area and click save.
Edit an Order Group
Click the customer to get the list of locations. Check the box beside the location. Find the order group, click the field you wish to edit, and make your change. Click out of that field to save.
Upload Customer, Location, and Order Groups
New Customer, Location, and Order Group combinations can be uploaded with an Excel spreadsheet by Admin users. Attempts at editing through the uploader will result in the creation of additional entries, so please reserve the uploader for new entries only.
The upload Customer functions can be found in the left panel on the Order Groups page.
Other Lightspeed Connect Articles
- Lightspeed Connect - Preparation Table and Table Sheets
- Lightspeed Connect - Product Management
- Lightspeed Connect - Packout Areas
- Lightspeed Connect - Customer, Location, and Order Group Hierarchy
- Lightspeed Connect - Pricing by Location
- Lightspeed Connect - Menu Creation, Scheduling, and Location
- Lightspeed Connect - User Roles, Management, and Order Groups
- Lightspeed Connect - Order Management
- Lightspeed Connect - Reporting
- Lightspeed Connect - My Groups and Lightspeed Push