{"id":605,"date":"2021-11-30T17:02:33","date_gmt":"2021-11-30T17:02:33","guid":{"rendered":"https:\/\/stoneedge.com\/kb\/?post_type=ht_kb&#038;p=605"},"modified":"2022-11-16T18:06:35","modified_gmt":"2022-11-16T18:06:35","slug":"customers","status":"publish","type":"ht_kb","link":"https:\/\/stoneedge.com\/kb\/articles\/customers\/","title":{"rendered":"Customers"},"content":{"rendered":"<div>\n<h2>Overview<\/h2>\n<\/div>\n<ul>\n<li class=\"BulletedList\"><span style=\"font-size: small;\">OMS\u00a0<\/span>maintains a record of each customer who places an order, regardless of the manner in which the order enters the system.<\/li>\n<li class=\"BulletedList\">As orders or customer records are imported, the program checks to see if there is an existing customer record for that individual. If there is no match found, the program creates a new customer record. If a match is found, the order is associated with the existing customer record.<\/li>\n<li class=\"BulletedList\">In addition to name and address information, the\u00a0<i>Customers <\/i>screen also includes other information such as RFM data, discounts for which the customer is eligible, tax-exempt status, etc.<\/li>\n<li class=\"BulletedList\">To view Customer records go to:<\/li>\n<\/ul>\n<p><em><strong>Main Menu&gt;What would you like to do?&gt;Manage My Customers<\/strong><\/em><\/p>\n<p><em><strong>Main Menu&gt;Accordion&gt;Manage My Customers&gt;View &amp; Manage My Customers<\/strong><\/em><\/p>\n<h2>Description of the Customers Screen<\/h2>\n<div>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-2258 \" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Customers-Screen-1-300x184.png\" alt=\"\" width=\"682\" height=\"418\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Customers-Screen-1-300x184.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Customers-Screen-1-768x472.png 768w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Customers-Screen-1-50x31.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Customers-Screen-1-60x37.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Customers-Screen-1-100x61.png 100w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Customers-Screen-1.png 940w\" sizes=\"(max-width: 682px) 100vw, 682px\" \/><\/p>\n<p><em>Customer screen<\/em><\/p>\n<\/div>\n<h3>Add Button<\/h3>\n<ul>\n<li class=\"BulletedList\">Manually create a new customer record<\/li>\n<\/ul>\n<h3>Edit Button<\/h3>\n<ul>\n<li class=\"BulletedList\">Change an existing customer record<\/li>\n<\/ul>\n<h3>Delete Button<\/h3>\n<ul>\n<li class=\"BulletedList\">Remove the customer record from the program<\/li>\n<\/ul>\n<h3>Close Button<\/h3>\n<ul>\n<li class=\"BulletedList\">Exit the <i>Customers<\/i>\u00a0screen<\/li>\n<\/ul>\n<h3>Customer Accordion<\/h3>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-2259 \" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Customer-Accordian-113x300.png\" alt=\"\" width=\"167\" height=\"443\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Customer-Accordian-113x300.png 113w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Customer-Accordian-19x50.png 19w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Customer-Accordian-23x60.png 23w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Customer-Accordian-38x100.png 38w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Customer-Accordian.png 202w\" sizes=\"(max-width: 167px) 100vw, 167px\" \/><\/p>\n<h4>Menu Tab<\/h4>\n<ul>\n<li class=\"BulletedList\">Return to the original Accordion layout after using the List or Search tabs<\/li>\n<\/ul>\n<h4>List \u00a0Tab<\/h4>\n<ul>\n<li class=\"BulletedList\">Display customer records in a list<\/li>\n<\/ul>\n<h4>Search Tab<\/h4>\n<ul>\n<li class=\"BulletedList\">Enter criteria in one or more fields and search for matching customer records<\/li>\n<\/ul>\n<h4>Under Menu Tab<\/h4>\n<h4>Customer Tab<\/h4>\n<h5>Email Customer<\/h5>\n<ul>\n<li>Opens the <i>Send Email<\/i>\u00a0screen<\/li>\n<\/ul>\n<h5>Validate Address<\/h5>\n<ul>\n<li>Contact the USPS servers to validate the customer address (courtesy of Endicia)<\/li>\n<\/ul>\n<h4>Orders &amp; Transactions Tab<\/h4>\n<h5>Apply Payment<\/h5>\n<ul>\n<li>Logs a payment made by check, purchase order, etc.<\/li>\n<\/ul>\n<h5>Create a New Order<\/h5>\n<ul>\n<li>Opens <i>Manual Orders<\/i><\/li>\n<\/ul>\n<h5>Print Statement<\/h5>\n<ul>\n<li>Select a date range and customer for whom statements are printed<\/li>\n<\/ul>\n<h5>RFM Data &amp; Order History<\/h5>\n<ul>\n<li>Displays the details of the customer&#8217;s order history and payment transactions<\/li>\n<\/ul>\n<h4>Notes Tab<\/h4>\n<ul>\n<li class=\"BulletedList\">Displays any notes associated with the current customer<\/li>\n<\/ul>\n<h4>Web Data Tab<\/h4>\n<ul>\n<li class=\"BulletedList\">Contains the information that the customer uses to login to their online store. This only applies to certain <a id=\"HotSpot42955\"><\/a>shopping cart systems, such as Yahoo! Store, and Yahoo! Merchants Solutions.\n<ul>\n<li>Web ID Field<\/li>\n<li>User Name Field<\/li>\n<li>Password Field<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h4>Quotes Tab<\/h4>\n<ul>\n<li class=\"BulletedList\">Add, edit, view, or delete a quote related to the current customer<\/li>\n<\/ul>\n<h4>Custom Fields Tab<\/h4>\n<ul>\n<li class=\"BulletedList\">Displays any standard custom fields defined by the user<\/li>\n<\/ul>\n<h3>View Orders Button<\/h3>\n<ul>\n<li class=\"BulletedList\">Opens the <i>Process Orders<\/i>\u00a0screen<\/li>\n<\/ul>\n<h3>New Order Button<\/h3>\n<ul>\n<li class=\"BulletedList\">Prompts the user to confirm the customer&#8217;s credit card and shipping information before opening the <i>Manual Orders<\/i>\u00a0screen where a new order can be placed<\/li>\n<\/ul>\n<h3>Reports Button<\/h3>\n<ul>\n<li class=\"BulletedList\">Opens the <i>Customer Statement Filter<\/i>\u00a0screen where the user selects a date range and the customers for whom statements will be printed<\/li>\n<\/ul>\n<h3>Customer RFM Data<\/h3>\n<h4>Original Order Field<\/h4>\n<ul>\n<li class=\"BulletedList\">Displays the date of the order first placed by the customer<\/li>\n<\/ul>\n<h4>Recency Field<\/h4>\n<ul>\n<li class=\"BulletedList\">Displays the most recent order placed by the customer<\/li>\n<\/ul>\n<h4>Frequency Field<\/h4>\n<ul>\n<li class=\"BulletedList\">Displays the total number of orders the customer has placed<\/li>\n<\/ul>\n<h4>Monetary Value Field<\/h4>\n<ul>\n<li class=\"BulletedList\">Displays the total sales dollars attributed to this customer<\/li>\n<\/ul>\n<h3>Do not ship to this customer Check box<\/h3>\n<ul>\n<li class=\"BulletedList\">This causes the program to issue a warning to the user when an order for this customer is being packed, thereby allowing them the opportunity to stop the shipment.<\/li>\n<li class=\"BulletedList\">If system parameters\u00a0<strong>PackingAllowIfDoNotShip\u00a0<\/strong>or\u00a0<strong>QuickShipAllowIfDoNotShip\u00a0<\/strong>are set to <strong>TRUE<\/strong>, the user will still have the\u00a0<span class=\"glossterm\">ability<\/span>\u00a0to ship the package. If\u00a0<strong>CancelOrdersFromDoNotShipTos\u00a0<\/strong>is set to <strong>TRUE<\/strong>, all orders from that customer will be canceled by the program.<\/li>\n<li class=\"BulletedList\">Do not confuse this parameter setting with the\u00a0<strong>DoNotShipTo\u00a0<\/strong>list of the\u00a0<strong>List Maintenance<\/strong>\u00a0feature that pertains to Approval Rules, which provides another method for weeding out orders from undesirable sources.<\/li>\n<\/ul>\n<h3>Do not mail to this customer Check box<\/h3>\n<ul>\n<li class=\"BulletedList\">Exclude this customer from any bulk emailing sent by the user (merchant)<\/li>\n<\/ul>\n<h3>Name, ID, and Address Fields<\/h3>\n<h3>Discount % Field<\/h3>\n<ul>\n<li class=\"BulletedList\">Enter the discount percentage given to the customer<\/li>\n<\/ul>\n<h3>Cost Plus % Field<\/h3>\n<ul>\n<li class=\"BulletedList\">Enter the dollar value to add to the unit cost of the item to determine the selling price for this customer<\/li>\n<\/ul>\n<h3>Source of Initial Order<\/h3>\n<ul>\n<li class=\"BulletedList\">Displays the shopping cart from which the customer&#8217;s first order originated<\/li>\n<li class=\"BulletedList\">This field will be blank if the first order was placed at the <i>Manual Orders<\/i>\u00a0screen<\/li>\n<\/ul>\n<h3>Tax-Exempt Field<\/h3>\n<ul>\n<li class=\"BulletedList\">Check this box if the customer should be exempt from sales tax<\/li>\n<\/ul>\n<h3>Tax ID Field<\/h3>\n<ul>\n<li class=\"BulletedList\">If designated as tax-exempt, enter the customer&#8217;s tax exemption id number in this field (informational only)<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview OMS\u00a0maintains a record of each customer who places an order, regardless of the manner in which the order enters the system. As orders or customer records are imported, the program checks to see if there is an existing customer record for that individual. If there is no match found,&#8230;<\/p>\n","protected":false},"author":2,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":[],"ht-kb-category":[89],"ht-kb-tag":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.8.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Customers - Stone Edge Order Manager<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/stoneedge.com\/kb\/articles\/customers\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Customers - Stone Edge Order Manager\" \/>\n<meta property=\"og:description\" content=\"Overview OMS\u00a0maintains a record of each customer who places an order, regardless of the manner in which the order enters the system. As orders or customer records are imported, the program checks to see if there is an existing customer record for that individual. 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