Customer Management

The Customer Management section allows you to manage customer records, customer sites, and shipping destinations used throughout the application.
These configurations are essential for catalog access, pricing, ordering, and fulfillment workflows.

Use this section to:

• Create and maintain customer records
• Manage customer site locations
• Configure Ship To destinations for customer sites
• Control customer-to-catalog and pricing associations

Available Actions

Manage Customers

Create and maintain customer records, including customer identifiers, names, and general information. Customer records form the foundation for site, catalog, and pricing relationships.

Customer Management - Manage Customers

Manage Customer Sites

Define and manage individual sites for each customer. Customer sites represent physical or logical locations and are used for catalog access, pricing rules, and ordering workflows.

Customer Management - Manage Customer Sites

Manage Customer Sites Ship To

Configure Ship To locations associated with customer sites. Ship To records define where orders are delivered and are used by ordering, EDI, and fulfillment processes.

Customer Management - Manage Customer Sites Ship To

Navigation

You can access Customer Management in two ways:

• From the Home dashboard, select Customer Management

• From the top navigation bar, click Customer and choose the required option

Key Notes

• Customer configuration directly impacts pricing, catalogs, ordering, and EDI workflows.
• Customer Sites and Ship To records must be correctly maintained for successful order processing.
• Changes to customer data may affect downstream systems and integrations.

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