CUSTOMERS

Users can create one or more Customers on this tab.

Create a new Customer

1. Navigate to Home > Sourcing > Customers

2. To create a new Customer, mouse-over Actions and select New Customer.

   

3. In the New Customer dialog box, enter the customer name and click on Save.

   

4. The following attributes are displayed in the default view:

• Customer: The customer name details specified at the time of creating a new customer.

• Customer Number: Click anywhere within the cell and enter an alphanumeric number for the customer.

• State:  By default, the Customer is in a Pending state. The state can be changed to Approved (to approve the Customer and make it available for selection throughout the Centric 8 application) or Inactive (to render it inactive and unavailable).

• Country: Select a Country from the drop-down list. One or more Countries can be defined on the Home > Sourcing > Setup > Countries tab.

• Ship to: Select a Ship to destination from the drop-down list. One or more Shipment Ports  are defined on the Home > Sourcing > Setup > Shipment Port tab.

• Actions: Icon for edit, delete, and copy  are available in this column.

NOTE: The editable fields are indicated with a grey triangle in the corner of the cell.

The newly created Customer displays the State as Pending. User can approve the customer by selecting Approved option. The state changes to Approved. To deactivate the customer, select the Inactive option. The state changes to Inactive.

       

If the user selects the Blank option, then the details in the State field are cleared and displayed as Blank.