Manage customers
Customers are the businesses you sell to. In Growmax ARC you can browse and manage all customers, set credit limits and payment terms, maintain multiple addresses and contacts, and see a complete Customer 360 view of each account.
Before you start
- Nothing is required to create a customer. To let a customer's own staff use your Customer Portal, invite them from the customer record (see below).
Browse the customer list
- Go to Customers.
- Browse and search your customers.
Bulk reassignment: to move several customers to a different sales representative at once, select them in the list and reassign them in one action.
Create or edit a customer
- Go to Customers and create a new customer, or open an existing one to edit it.
- Enter the customer's details, including:
- Credit limit and payment terms
- Multiple addresses, including GPS coordinates for field visits and deliveries
- Multiple contacts
- Save the customer.
Use the Customer 360 record
Open a customer to see a complete view of the account:
| Tab / Area | What you see and do |
|---|---|
| Credit position | Credit limit, current exposure, and available credit |
| Orders | The customer's sales orders |
| Quotes | The customer's quotes |
| Invoices | The customer's invoices |
| Payments | The customer's payments |
| Addresses & contacts | Manage the customer's addresses and contacts |
| Invite customer users | Invite the customer's own staff to use your Customer Portal |
The customer record brings quotes, orders, invoices, payments and credit position together.
Tips
- Keep credit limits current: the Customer 360 record shows live exposure against the limit, which helps your team decide whether to extend more credit.
- Add GPS coordinates to addresses so field reps can navigate to the customer and check in on visits.
- New signups from your storefront do not appear as active customers until approved — see Approve new customer signups.