You have multiple methods of adding new customers to your database: your sales reps can add them via their iPads, you can add customers by using the Customer Template spreadsheet, and you can also use the Add Customer function within the WebManager. This article will explore how to add a customer via the WebManager method.
To access the Add Customer feature, you must first log into the WebManager. Click on “Customers” followed by “Add Customer”. This will take you to the following screen:
Using the feature is straightforward. Simply add the customer’s information into the appropriate fields. Please note that any field marked with a red asterisk is a required field. Also, note that clicking on “Rep Number” and “Price Level” will display a drop-down menu of available options. If, for example, you clicked on “Rep Number” and did not see the option you wished to select, then you must double-check your sales reps to make sure they’ve been added correctly.
The billing information you enter can be copied to the shipping section. If your customer has multiple shipping locations, then you will need to add that information via the Customer ShipTo template.
Once you’ve entered all of the appropriate data, click on the “Add Customer” button. This will take you to the newly created customer’s account page, where you can review the information you entered. Make sure to click on the “Push Data Live” button to make the addition official.
What’s the fastest way to add customers to my account?
It depends on the number of customers you wish to add. If you only have one or two customers to add, then the Add Customer function in WebManager is acceptable for that. Any number above that would be better served by the spreadsheet.
I entered all of the information for the customer, clicked on “Add Customer”, and got an error that says “Something went wrong. RepZio has been notified.” What should I do?
First, check to see if your newly added customer made it into your system. If it didn’t, then double check the information you’re adding to the fields. Special characters like: !@’&” and the like can cause errors. If your information is clean and you’re still getting errors, then please contact RepZio support at Support@repzio.com or by calling (855) 438-7379.
Now that you can add customers, there may be a need to Merge Customers!