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Table of Contents

Purpose

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.

Background Information

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:

ABC COnglomerate Data Tree.png

Another way commonly used to structure data in the case where delivery routes are used:

Another way to visualize delivery route data.png

If the Lightspeed picking solution is used, Connect’s data maps to lightspeed as follows:

CONNECT	LIGHTSPEED
Location Name	LocID
Location Name	Route Description
Order Group Name	Location Description
Order Group Name	Customer Description

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.

Example of a data structure and orders for both ABC Denver and XYZ Denver.png

Customer Management

Create Customer

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.

Edit Customer

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.

Location Management

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.

Other Reports

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.

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