Edit Customer Profile

Edit Customer Profile

Customers' profiles contain some useful points specific to their preference information, contact information, and more. Open the Customers tile on the homepage to see the list of customers in your Steelhead domain. Click on the customer's name view/edit that customer.

Customer Data Card

The first section you will see on a customer's page is the main customer data. This includes basic and financial information about a customer, and will be editable to anyone authorized.

Click the pencil to the right of the customer name to edit these sections:

• Name
• Accounting ID/Name
• Number
• Default Order Type
• Default Terms
• Default Lead Time
• Default Shipping Method
• Sales Taxable (Yes/No)
• Sales Tax
• Resale Number
• Main Phone Number

For more information on the the customer's portal Access Link, see Configure Customer Portal.

Click the pencil to the right of Avatar in order to add a file for the avatar image. The customer's avatar is displayed in many places throughout Steelhead.

These pieces of information are not able to be edited on this page:

• Customer Created Date
• Creator
• UUID

Click the pencil to the right of Custom Inputs to fill out the custom inputs form.

Click the pencil to the right of Finances to check the Credit Limit and Balance for this customer, and to also freeze the account. Freezing the account will display warnings throughout Steelhead for this customer.

Conversation Window

This is a messaging system used for discussion and questions about this customer between workplace employees, but not with the end-user customers themselves. Everyone's messages are viewable by all, and you are able to delete only your messages. To post a message, type the message in the field and insert.

Customer Portal Messages

This is where messages can be posted for the customer to view in the Customer Portal. It is helpful for in-app communication especially on devices where email has been turned off. To post a message, type the message in the field and insert. Customers are not able to respond through the Customer Portal.

Addresses

The Addresses table will show locations at which the customer can be found. It contains columns for Address, Sales Taxable, Sales Tax, Skip Verification checkbox, Use for Billing checkbox, Use for Shipping checkbox, is Default Bill To, is Default Ship To, Actions, and Identifier. Under Actions, you can edit or delete an address.

Above the addresses table is where you can add a new address. Click the "+ NEW ADDRESS" button and fill out the necessary fields.

• The "Indentifier" field is useful for searching through many addresses when come time to selecting an address in invoicing
• "Skip Verification" check box is used to override the fact that the address is unverified in accounting

If an address is not searchable, use the "Enter Address Manually" check box to manually enter in the address details.

Contacts

This is the table for customer contact information. The table columns are Number, Name, Job Title, Email, Phone, Contact Department, Address, and Actions. The Actions column allows you to edit or delete a contact.

The data is drawn from Customer Contacts page. You can also add contacts by clicking the "+ NEW CONTACT" button.

Freight Carriers

This table lists shipping carriers in contact with the customer. It has columns like Name, Carrier Number, Address, Account Number, Third Party Freight Charges, and Actions. The Action column allows you to edit or delete the freight carrier.

Click the "+ NEW CUSTOMER CARRIER" button to add a new carrier.

Freight Carriers can also be added to customers through the Carriers tile.

Steelhead Interactions

This list of Steelhead Interactions hyperlinks will allow you to quickly reach other pages, filtered with the customer name. These hyperlinks include Quotes, Sales Orders, Work Orders, Part Numbers, Shipping, Packing Slips, Invoices, Quality Holds, NCRs, and CARs.

Customer Files

Here you can upload files or images that should be associated with this customer for any reason.

• Intended for easily storing of associating a file with any given customer

Access Link Views

This table shows the time and IP location of people visiting the customer portal. IP Addresses are sensitive information, so do not share these unless authorized!

Prices

This tables shows the Price Name, Creation Date, and Creator of prices used by this customer.