How to create a new customer to FDM4

Use the Quick Add Customer feature (Sales Rep/CRR) or the Customer Master (Billing Analyst) to create a new customer.

This article will cover two ways of creating a new customer. Please refer to the method based on your permissions.

Quick Add Method (for Sales Reps/CRRs) 

Add from Customer Master (Billing Analyst)

Create a New Customer using the Quick Add Method for Sales Reps/CRRs

If a customer is not in the System, follow these steps:

1. At Order Entry, click the Quick Add Customer button (people icon)
2. Refer to the screenshot below on what fields are required. 
   
   NOTE: If adding a school customer, do not fill in contact information. Contact info is stored at the Address No. level, which can be set up and saved when placing an order for a specific Sport. If a non-school customer, then add contact info in the space provided above. 
3. Once complete, click Save and the system will prompt you with the following message:
   
   
   This message is asking if you wish to set up the standard list of Address Numbers (Sports/Activities) for the new customer.
   • If adding a school customer, click YES.
   • If adding a non-school customer, click NO. 
     
4. The customer is now set up as a cash customer. If the customer wishes to establish terms with Game One, they must fill out a credit application and submit it to your billing analyst.
   • School Credit Application
     
   • Non-School Credit Application

Create a New Customer using the Customer Master for Billing Analysts

Billing Analysts can create a new customer from the Customer Master function. 

1. Open Customer Master and click Add.
2. Fill out the required information shown in red below.
   
3. Click on the Account Info tab and add the Center (OD/LK/CL/BZ) based on where the sales rep is located.
4. Click on the Order Info tab and set the Sales Rep number.
5. When complete hit Save. 
6. The system will prompt you to create the Standard Ship To Addresses (the standard sport/activity list). 
   • If adding a school customer, click YES.
   • If adding a non-school customer, click NO. 
     
     

Additional customization can be made at the Customer Master level, including Changing Terms, Custom Billing Settings and Forms Defaults.