Create a Customer in the ACP

A new customer record can be created from the Admin Control Panel one of two ways.

1. Detailed: Using a blank customer card. 

2. Quick: Using Quick Add form, also known as "The Uber Card".

   

Add New (quick)

This form can be accessed in the Admin Panel, Res Mgr Calendar, and the POS.

NOTE: When creating a new customer who will also have a club subscription or requires tags or notes, we suggest using the Quick add form, then opening the customer card to add the other details.

• Required Fields are indicated by green in the left border.
  • First and last name.
  • Entering an email address will automatically populate the User Name field
  • Customer Type and Source are populated from the Company > General Info settings. (See this article for more details on General Info.)
• Use the lightening bolt icon to copy information to the Billing and then the Shipping column.

• Opt out of email marketing: Check this box if the customer does not wish to receive any email communications beside order confirmations from your winery.
• Prefers no Postal Mail: This is a customer search field and those who have this checked can be segmented out of a postal campaign.
• VIP Pickup: customers with this box checked will be able to pickup at locations with the same designation. (See this article on Locations for more information.)

Add New (detailed)

This method can be useful when there are additional details to add such as credit cards, membership subscriptions and notes.

1. General Tab

• Enter the First Name and Last Name.
• Entering an email address will automatically populate the User Name field.
• Obtain as much information as possible for this tab.
• Account Manager will default to the logged in user.
• Customer Type, and optionally Customer Source and Allocation Tier are populated from the Company > General Info settings. (See this article for more details on General Info.)

2. Address Tab

Billing Address -

• Customer records have only one Billing Address; it will always be listed first in address list.  
• Enter the zip code first to trigger the city/state lookup for easy validation.
• Enter the first and last names, phone number, address and date of birth.
• The Default box will be gray and checked as there is only one billing address.

Shipping Address(es) -

• Use the Copy Billing function to autofill the address, or complete each field.

• Click Save Address

  

  
  

3. Credit Cards Tab

• Click Add New Card to open the Open Edge Payform to enter the card details.

• Click Encrypt and Store Card to save.

  

  

  
  

Optional Entries

1. Club Subscription

See this article for details on adding a Club Subscription: Club Subscriptions: Customer Card

2. Notes

• Click Add Note
• Select the note type: Account or Personal
• Add the note. Use standardized formatting make efficient searching.
• Notes Flag: Use for important notes. Flags appear at the top of the customer card, and in the POS.

• Click Save Note