How to Create a Customer for Asset Management
Considering that all the inventory information captured in SnapTracker is stored at the customer level, it is important to create your Customer correctly. This tutorial post explains how to create a new customer in SnapTracker.
You may also watch a quick 3 minute tutorial video on how to set up a Customer.
Step-by-step instructions:
Customers are created in the Customer screen.
- From the main navigation bar on the left, select Setup>Customer Setup>Customer.
The Customer screen displays which is where you can create a new Customer.
2. From the Select a Company drop-down selection box, select the Company Code under which you would like to create a new customer.
3. In the Enter a Customer No. text box, enter the Customer Number you wish to create.
It is recommended that the Customer Numbers be a minimum of at least six alphanumeric characters with no spaces, for example, BAR001. You may also want to consider using the same account number you use for your customer in your business system.
4. Enter the basic information of your customer using the fields below, such as Name, Address and Contact.
5. In the Storage Rate field, enter the customer’s storage rate.
Note: The rate should be rounded to two decimal places (e.g. 0.76).
6. In the Price In field, enter the rate you charge the customer for moving a piece into the warehouse.
Note: This is a general fee. If required, this can be more specific for product as you set up your Standards.
7. In the Price Out field, enter the rate you charge the customer for moving a piece out of the warehouse.
Note: This is a general fee. If required, this can be more specific for product as you set up your Standards.
8. In the Storage Charge Indicator field, select the correct option, depending on how you charge the customer for storage:
- Fixed (flat rate).
- Sq. Ft (per square footage).
- Cb. Ft (per cubic footage).
9. In the Fiscal Start Date field, enter the customer’s fiscal start date in MMDD format.
10. In the Active Indicator field, select Yes.
11. Click Create at the bottom of the page.
The Customer is created.
Tips
Customer numbers must be unique and should be easily decipherable. It is recommended that the customer numbers be a minimum of at least six alphanumeric characters with no spaces.
For example, you can use the first three letters of the customer’s name followed by a three-digit number. Increment the numbers by at least five, allowing space for inserting new numbers. For example, ACM001 or BBC002.
Alternatively, you may want to use the account numbers you are already using in your business system. This can help ensure there is consistency between both applications.
Want to learn more?
Here is a short video that goes over how to create a customer for asset management.