# Customer Master
# Create a customer
From the top menu navigate to the Customer Master screen
From the right hand side of the Navigation Bar select the "+" icon
A pop-up will appear where you can enter the details of the New Customer
You will need to add at least one Ship To Number to any customer. The ship to numbers represent locations from where that customer can ship orders
A new row will appear where you can enter the details of the ship to location
A customer can have multiple ship to locations, they can be added by typing them into the Ship To Number box and then adding their details
To delete a ship to location from a customer simply click on the trash can icon
A pop-up will appear for confirming the action
# Edit a customer
From the top menu navigate to the Customer Master screen
Hover over the customer you want to edit and on the right hand side click on the edit icon
A pop-up will appear with the details of that item, all the fields can be updated
To delete a ship to location simply click on the trash can icon next to it, the ship to location can only be deleted if it's not used in the system
A pop-up will appear for confirming the action
If you want to add a new ship to location start typing its number in the autocomplete box
Once you hit enter or select the new subitem it will appear in the list
# View ship to locations of an customer
From the top menu navigate to the Customer Master screen
Select the customer you want to see and click on the "+" icon
The screen will expand and you can see the details of one or multiple customers at the same time
# Delete a customer
From the top menu navigate to the Customer Master screen
Hover over a customer you want to delete and click on the trash can icon. WARNING only customers that are not used in the system can be deleted
A confirmation pop-up will appear to confirm the deletion of the customer
# Move a ship to location from one customer to another
From the top menu navigate to the Customer Master screen
Select the customer you want to see and click on the "+" icon
The screen will expand and you can see the details, hover over the ship to location you want to move and click on the edit button
A pop-up will appear where you can enter the new customer
After entering the new customer hit Save
# Bulk upload data
Bulk data can be uploaded by using our templates, for more details on how to do this please consult our Uploading section.
# Advanced actions
For customizing column names, order of the columns, creating and saving a view, exporting to Excel and other advanced features see our Advanced menu section.