Customers

Customers in LilyPad WMS are the same customer records in your system. Any changes users make here are saved right away.

The Customers module is where users will add new customers and find, view and edit existing ones.

The Customers module can be found under the Sales group on the LilyPad home screen.

Creating and Finding a Customer

To add a customer, open Customers and select New customer.

1. Enter the customer’s name and customer number. Only the name is required.
2. Add an email, phone and salesperson if needed.
3. Under Address, choose the address type and give it a name.
4. Enter a contact, street, city, state and ZIP. Check Residential if it’s a home address.
5. Select Create customer.

The customer is created, and their page shows their terms and addresses.

To find a customer later, open Customers and search or scan a name or customer number. Selecting a customer opens their page, where users can see their details, terms and addresses.

• To change a customer, select the Edit button on their page.
• A customer’s address and terms fill in automatically when they are chosen on a sales order.

Scanning

• Scan a customer number barcode in the search box to open that customer.