Parent/Child Customer

This field draws from content already in the system as updated by Administrator of the application. The Parent Customer must be created first before the Child relationship can be selected. To use this feature;


Create Parent

  

  1. From the Control Tower, select the Profiles drop down menu (top left) and choose New Customer. As a suggestion, give this profile a unique identifier such as HQ for headquarter or CO for corporate office.
  2. A new Customer Profile tab displays. Fields with red underlines are mandatory.
  3. Input basic information; Company*, Account Number*, Contact First Name, Contact Last Name, Customer Type, Email Address, Work Phone, and Address. If the billing address is different, input that information. 

    *During set-up by the SmartField Implementation Team, a control tag is triggered to make either Company or Account Number a mandatory field.

  4. Select Save.

Create Child

  1. From the Control Tower, select the Profiles drop down menu (top left) and choose New Customer. As a suggestion, give this profile a unique identifier such as a store number (ACME #123) or geographic location (ACME – Phoenix).
  2. A new Customer Profile tab displays. Fields with red underlines are mandatory.
  3. Input basic information; Company*, Account Number*, Contact First Name, Contact Last Name, Customer Type, Email Address, Work Phone, and Address. If the billing address is different, input that information. 

    *During set-up by the SmartField Implementation Team, a control tag is triggered to make either Company or Account Number a mandatory field.

  4. Select the Parent Customer dropdown to display the Customer Search window.
  5. Select the Search button. A listing displays. Select the applicable Parent Customer from the list.
  6. Select Save.

* Please see attached job aid for more complete instructions on creating customers.