Customers

The How To and FAQ's about Blastramp's Customers feature.
How To ...
Credit Hold on Customer's Account
Sometimes in your business you need to put customers on credit hold even if you have orders in the system. This is a very easy step to put them on credit hold or take them off credit hold within the Customer Profile section. The credit hold feature on the customer account will block creation of orders for this customer, and block release of any booked order for this customer to the distribution channel. Both the order creation page and the release page display when a customer is on credit hold. This feature does not block orders that are already released to the warehouse being picked or in pack and hold.

Navigation: Customer > Select Customer from the drop down menu > View.

Once the customer account is up you > Edit Account (top left corner).
Once unlocked go to section Additional Customer Details > check YES to Place customer on credit hold? > click SAVE.
A warning is shown when creating an order for that customer with the credit hold.
The order can be created, but it cannot be released. The Pack & Hold and Ship checkboxes are replaced with "on credit hold".
To take credit hold off, go back into the customer profile > Edit Account > uncheck Place customer on credit hold > SAVE. 
Retailer Login Account
By giving retailers access to your system, they are able to view your live inventory and the status of their orders. Don't worry - that is all they can see. The video will describe how this works and how to setup. 
Consolidate Customer Profiles
This function is usually used for web orders. When blast ramp is integrated with a webstore like Shopify, orders are automatically pushed to blast ramp. If blast ramp does not recognize the customer profile, it will create a new customer. As a result, you will end up a large amount of customers that you may not want recorded in blast ramp.

To resolve this, blast ramp has a function to set a master customer to hold these web orders linking the orders by "order term".

PART 1: CREATE ORDER TERM TO LINK THE WEB ORDERS 
1. To setup Order Terms, go to Advanced > Administration > DC Setting section, Order Terms.
2. The name of the order term must be exactly the same (case sensitive) as your web store's order term.
3. Click Save.

PART 2: CREATE CUSTOMER MASTER PROFILE 
You may choose to create a new master customer profile or choose an existing one to be the master.

1. To create a new one, go to Customers > Create a New Customer.
2. Customer Name - We recommend using a name like "E-COMM ORDERS" or "WEB ORDERS". In my example, I will use "WEB ORDERS CANADA".

Please note the usual mandatory fields apply. Use hyphen to satisfy the requirement. 

3. Select the newly created order term in Part 1 in Default Order Terms dropdown
4. Select the desired Default Freight Terms.
5. Enter "0" in Default Product Tax and Default Freight Tax. The actual tax amount will be copied from your web store.

PART 3: COMPLETE THE LINK 
1. Go back to Order Terms setup page.
2. Edit the Order Term you have created in Part 1.
3. Select the master customer in Part 2 in the Master Profile dropdown.
4. Click Save.

As web orders come in from your integrated webstore with the same order term as Part 3, the system will consolidate all web orders under WEB ORDERS Customer Master Profile.  
Delete a Customer Profile
The system will not allow you to delete any customer without merging/transferring historical orders and returns. Unless the customer you are wishing to delete has no historical order, or it is a duplicate of another customer, do not delete.

1. Select Customer Tab.
2. Select the Customer you wish to delete.
3. Click Delete Account.
4. Under Merge Orders/Returns, select the account you want to merge to.
5. Click Merge.
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