Windfall: Create a Commercial Customer

Owned by Calvin Simmons
Last updated: Apr 23, 2020
2 min read

 

 

 

Commercial customers have much more flexibility than household goods customers. With commercial customers you will be able to use articles, access custom configuration options on the customer level, and create portal users.

 

Creating a Commercial Customer

To create a new commercial customer, you will first need to navigate to the ‘Customer’ tab on the left-hand side. This will bring you to your list of customers. From here, you can go to the top of the page and select 'New'.

 

Customer Details

There are two things you will need to do to make sure this customer is set up correctly:

 

  • Add the Customer Name

  • Change Customer Type to Commercial

Remember to hit ‘Save’ after making changes.

Optional Settings

There are a few optional Settings that are further explained below:

  1. Keep Active: This option is to keep the customer active after scanning out all inventory and closing all work orders. Windfall will automatically archive customers without inventory or work orders if this is unchecked.

  2. Download to Device: This option allows you to see the customer on Windfall Mobile Pro, which allows users to add or ship inventory for that customer.

  3. E-Mail: Here, you can add a customer email for reference.

  4. Address: You can add addresses for origin, destination, business, etc. If more than one is selected, they can be pulled into the work order information. Click the blue plus sign to add an address.

  5. Comments: This is a free type field for additional information for the customer.

  6. Shipper/Contact: You can fill in any contact information for customer.

  7. Company Logo: An image loaded here will show up when the customer logs into the portal. You can add their company logo to personalize the site for the users that have access.

  8. Attributes: This is used to further define articles, which are covered in more depth here. <link>

 

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