I. Adding Customers (New Portal)

ADDING NEW CUSTOMER

To add a customer manually, From the Homepage click on PRISM and then Customers
Click on Add

Fill out the information needed.

BASIC INFORMATION FIELD DEFINITION
1. CustomerCode: Mandatory: Holds the customer code. (Characters up to 20). Each code must me unique.
2. CustomerName: Mandatory: Holds a customer name (usually the business name) Characters up to 100.123
3. Address: Optional: Holds the customer address (Street number, name, type, unit number). Characters up to
70
4. City: Optional: Holds the customer city. Characters up to 100
5. StateProv: Optional: Holds the customer state (if US location) or province (if Canada location). Characters up
to 4
6. PostalZip: Optional: Holds the customer zip code (if US location) or postal code (if Canada location).
Characters up to 10
7. EMAIL: Optional: Holds the customer email address. Works in key with the field zzz to give the customer
access to several Prism apps (Prism for iPad and Prism website) Characters up to 50
8. WEB: Optional: Holds the customer website URL. Characters up to 50

9. Fax: Optional: Holds the customer fax number. Characters up to 12
10. Cell: Optional: Holds the customer cell number. Characters up to 12
11. BilltoPhone: Optional: This is actually the customer code of the BILL TO if the customer is part of a Bill To Ship
to setting. For example if a company has a head office in Toronto and 3 ship to stores then PRISM will require 4
customers where the BILL TO is a customer and the shipe to’s are also customers but in their case the BILL TO
code would be inserted in this field. Characters up to 20
12. HeadOfficeName: Optional: As per explanation above this is the name of the Head Office (Optional)
Characters up to 50
13. RepCode: Optional: Holds the code of the rep (sales person) who represents the customer. Characters up to 30
14. Contact1: Optional: Holds the name of the main contact person for the customer. Characters up to 20
15. Contact2: Optional: Holds the name of the secondary contact person for the customer. Characters up to 20

16. Notes: Optional: Holds any customer comments that will be displayed on the Customer Details screen of all
Prism products. Characters up to 50
17. Num1: Optional: Holds the tax rate that applies to the customer for the first tax type (e.g. 15, 10, etc.).
Integer numbers NO decimals
18. Num2: Optional: Holds the tax rate that applies to the customer for the second tax type (e.g. 15, 10, etc.).
Adding Cus tomer – 5 BarcodeA pps © 2016
Integer numbers NO decimals
19. BVWh: Optional: Warehouse attached to that customer in BV Characters up to 3

To save the changes just click on save and close

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