How to set up a new customer profile in order.sensus.com.
A customer profile must be in the system before any configuration can be assigned
to a customer. If you have a customer that orders more than one Product Line, you must
create a customer profile for each Product Line.
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From the order.sensus.com Customer Landing page, select Order
Entry, then Customer Profiles,
OR, from the Pre-Order
Information drop-down menu, select Setup a Customer
Profile.
The Customer Profile search screen displays.
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For a new customer, click the
button.
This takes you to the complete Customer Profile. The first vertical tab
is Primary Information. Items that must be entered in order to save a new
customer are highlighted in red.
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Enter the Product
Line first as other fields display or are populated depending on the
type of Product.
Note: If this customer has more than one product line, you must create a
customer profile for each product, but you can use the same Customer
Name.
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Enter the new customer's name, the state where the customer is located, and the
assigned primary MTS from the drop-down menus. As you fill in the required
fields, they will change from a red highlight to no highlight.
When Lighting is selected as the Product Line, an additional field of Tenant
ID displays.
A customer ID is automatically generated after the customer is approved in the
system.
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At any point in the process, click the Save icon
to save
everything you have entered so far. If this customer profile is missing
pertinent information, a Missing Information! notice displays in the vertical
tabs.
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After you have entered the information in the Primary Information vertical tab,
continue on to the other vertical tabs as needed.
If you are unsure of where you are in the process, click the
Workflow tab. It lists the steps in the Customer
Creation process that are In Progress and the steps that remain to be
done.
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To add another new customer, click the plus symbol in the search and icon
bar.
