Owner

U

Untitled

Verification

Verified

Department

Operations

Type

Standard Procedure

Use Cases

OrdersCreditTEW Connecticut

Step-By-Step Instructions

1. In Navision click customer card then the little green dot at the bottom left hand then click and hit edit function to be in Edit mode.
2. In NO field click Tab and a new customer number will populate.
3. Proceed to enter details from credit application.
4. DBA NAME
5. Corporate Name
6. Address
7. City
8. State/ Zip
9. Territory code you can find on the WSWC Website. WSWC Home Page

11 . Phone Number

12. Contact
13. Default Order Type - Always Review in this Field
14. Customer Type - Either CT on or CT Off you can find on the WSWC

15. Salesperson Code : Name of rep assigned. If no one is assigned enter House and reach out to Caitlin to assign a rep.
16. License NO.
17. License Expiration Date

ON COMMUNICATION TAB

1. Email and Statement email should have the emails customer provided. If multiple, please separate with ;

ON INVOICING TAB

1. Credit application section should be filled in - If customer signed app then personal Guarantee if not just choose Credit Application
2. Gen Bus. Posting Group - Always Trade
3. Customer Posting Group - Always Customer
4. Customer Price Group - Always CT
5. Tax Exemption No. - Customer must provide

ON PAYMENTS TAB

1. Payment terms code - 30 Days COD if temp License
2. Print Statements - Check this box off

ON SHIPPING TAB

1. Location Code - Always CT
2. SHIPMENT METHOD CODE - Always Poulin Retail
3. Shipping Agent Code - Always Poulin RETAIL
4. Delivery Days - Check off what customer stated on Credit app
5. Delivery Instructions - Time frame customer requested

IF THE SHIP TO ADDRESS IS DIFFERENT THAN THE BILL TO THEN FOLLOW THE STEPS BELOW:

1. Bill to goes in the General Tab address field.

2. To Create a ship to go to the bottom right of customer card go to customer - Ship to addresses - In code enter Ship then hit Tab the customer's name will automatically populate.

• In address enter the ship to address, City, state, zip code, country code.
• Location Code - always CT
• Shipment method code - always Prepaid WC
• Shipping Agent code - Always Poulin Retail

Once that card has been created you can X out.

Proceed to the shipping Tab and now you will be able to drill in the arrow under Default Ship to Code and pull in customers shipping address.

DRAG CREDIT APP INTO ZETADOCS THE $ NEXT TO THE PENCIL ON THE FRONT OF THE CARD. DONE CUSTOMER CARD IS NOW ALL SET.