Adding & Managing Customers

Adding & Managing Customers

Fast-Weigh Web Portal

You can manage your entire customer list from the Customers section of the Web Portal. This includes full contact information, payment terms, pricing level, and credit status.

If your organization will be using direct QuickBooks Online integration, click here for instructions on how to add customers directly from QuickBooks Online.

Adding & Managing Customers

  • Navigate to Resources > Customers.
  • Click the [+ New Customer] button to add a new customer profile.

Building Customer Profiles

Required fields are notated below with an asterisk *
  • * Customer ID: This should be a short-hand code that is no more than 10 characters in length.
  • * Customer Name: The full customer name, no more than 50 characters in length.
  • Address: The main street address of the customer (for your reference).
  • Phone: A main phone number for the customer.
  • Contacts: A space to store the customer contacts' names, emails, and phone numbers. 
    • Enter the contact's Name, Email, and Mobile Phone Number.
    • Select the Distribution options for Invoice Emails, AR Statement Emails, and Ticket Notifications. The customer contacts' email or mobile phone number will then be used any time you initiate Invoice distribution, AR Statement distribution, or create a ticket for that customer.
      Please note that Ticket Notifications require the Notifications Module

    • The Contact info can also be used for Quote Distribution.
  • User Defined Fields: Setup under Gear Icon (top right) > User Defined Fields. (See more at our article on UDFs)
  • Credit Status: This is used to set a default payment type for a customer.
    • Open: New orders default to Charge Hide $ and all active orders set to Charge Hide $ payment type.
    • Cash: New orders default to Cash and all active orders set to Cash payment type
    • Do Not Sell: Adds (DNS) to the customer name, new orders default to Inactive status, and all Active orders are set to Inactive status.
Tip: When the Credit Status is switched from Do Not Sell, all Inactive orders are set to the Active status.
  • Pricing Template: The default price template for new orders created for the customer.
  • Company Code: This 3-digit code is set under Portal Settings.
  • Terms & Billing Mode: The payment terms for the order.
  • Regions: Allows you to set if a customer is available for selection on Orders in all regions, or only within selected regions. By default, the All Regions box is checked and must be unchecked to select specific regions.
  • Tax Code: The tax code used on Orders for the Customer.
  • Ticket Copies: If an order requires more copies of the ticket than normal, you can set how many additional copies should be automatically printed here.
  • Salesperson: If this Customer has a default Salesperson that manages their account, you can set this here.
  • Default Order: Set the default order used during ticketing on the Desktop Ticketing App for the selected customer. This option is only visible when an order exists in the system for the Customer.
  • Has Notes: This can be used to track internal notes about the Customer.
  • Credit Limit: $ Amount for Monitoring, Reporting & Dashboards - A/R Module Enabled Only
  • Payment  Methods: Default Methods the customer is allowed to pay by. - A/R Module Enabled Only
  • Payment & Late Fee: Default Fees applied the customer. - A/R Module Enabled Only
    • Can be setup under Resources > Billing > Invoice Adjustment Types

Importing External Customers (from Outside Fast-Weigh)

  1. Navigate to Resources > Customers
  2. Click the [+ External Customers ] button.
  3. Upload your Customer import file.
Click the following link for a sample Import file.
  1. Configure the parameters below the table

  2. Click Save to add the imported Customers into Fast-Weigh.

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