FF Inventory

Managing your customer base efficiently is crucial for any business. In FF Inventory, while customers can be added automatically through connected online channels, manual addition is also a flexible option. Here’s a detailed guide on how to manually create a new customer in FF Inventory. 

Navigate to CRM &amp; Sales: Start by going to the "CRM &amp; Sales" section in the main menu. Here, select the "Customers" option to access the customer management area. ​

Add New Customer: Click on the "Add New Customer" button to initiate the process of adding a new customer to your database. ​

Enter Customer Details: A form will appear where you need to fill in the customer's details. This includes setting up an account number, credit limit, payment terms, tax rules, tax number, discounts, and selecting a default warehouse. ​

Choose Accounts: You can also select the appropriate sales account and accounts receivable from the chart of accounts, which would be imported from any connected accounting channel. ​

Assign a Sales Representative: You can select and assign a sales representative to the customer. This feature enables you to track and manage commissions on sales orders. ​

Save the Customer Details: After entering all the necessary information, click on the "Save" button to continue. ​

Add Addresses: Move to the addresses tab to add addresses for the customer. Click on the "Add more Addresses" button, select the address type, fill in all the details, and then click on "Add Address". Remember to "Save" your changes. ​

Add Contact Information: Under the "Contact" tab, you can add the contact information for the customer. Select the contact type, fill in the necessary details, and click on "Add Contact". Again, ensure you "Save" these changes. ​

Review Activity Log: Once the customer is created, you can track any changes made to their details in the "Activity Log" tab. This section provides information about who made these changes and when. ​

Sales Tracking: The "Sales by Documents" tab is crucial for tracking sales orders made for that customer. It allows you to view and manage order dates, invoicing, and shipping details. ​

1. Navigate to CRM &amp; Sales: Start by going to the "CRM &amp; Sales" section in the main menu. Here, select the "Customers" option to access the customer management area. ​
 
 ​
2. Add New Customer: Click on the "Add New Customer" button to initiate the process of adding a new customer to your database. ​
 
 ​ 
3. Enter Customer Details: A form will appear where you need to fill in the customer's details. This includes setting up an account number, credit limit, payment terms, tax rules, tax number, discounts, and selecting a default warehouse. ​
 
 ​ 
4. Choose Accounts: You can also select the appropriate sales account and accounts receivable from the chart of accounts, which would be imported from any connected accounting channel. ​
 
 ​ 
5. Assign a Sales Representative: You can select and assign a sales representative to the customer. This feature enables you to track and manage commissions on sales orders. ​ 
6. Save the Customer Details: After entering all the necessary information, click on the "Save" button to continue. ​
 
 ​ 
7. Add Addresses: Move to the addresses tab to add addresses for the customer. Click on the "Add more Addresses" button, select the address type, fill in all the details, and then click on "Add Address". Remember to "Save" your changes. ​
 
 ​
 
 ​ 
8. Add Contact Information: Under the "Contact" tab, you can add the contact information for the customer. Select the contact type, fill in the necessary details, and click on "Add Contact". Again, ensure you "Save" these changes. ​
 
 ​
 
 ​ 
9. Review Activity Log: Once the customer is created, you can track any changes made to their details in the "Activity Log" tab. This section provides information about who made these changes and when. ​
 
 ​ 
10. Sales Tracking: The "Sales by Documents" tab is crucial for tracking sales orders made for that customer. It allows you to view and manage order dates, invoicing, and shipping details. ​

By following these steps, you can effectively add a new customer to your FF Inventory system, ensuring a more organized and efficient management of your customer database. 