How to add your customers

Add a customer

1. Go to Customers and click Add Customer.
2. Under Customer Information, enter the Company Name and choose a Customer Type. Both are required. Company URL and a logo are optional.
3. Under Locations, click Add Location for each place you deliver to. A café with two shops gets two locations.
4. In the location window:
   • Under Location, enter a Location Name (the street or neighborhood works) and the address. Start typing the street and pick it from the suggestions.
   • Under Primary Contact, add who orders for that location: name, email and phone.
   • Under Order Terms, set anything that applies there: Price List, Minimum Order, Payment Terms, Credit Limit or Tax Exemption ID. All of them are optional.
   • Click Save.
5. Click Save on the customer page. The customer and its locations are saved together.

If you save a customer without adding a location, Prophitable creates one called "Default" with no address. Open it from the Locations table, rename it and add the address, or your delivery mileage can't be worked out.

What you'll see

The customer's Locations table lists each place with its city, contact, minimum and price list. Each row's menu has Create Sales Order, Add Recurring Order and Invite Buyer (for online ordering).

The Orders tab shows every order across all of the customer's locations.

When you start a delivery sales order and pick a location, Prophitable measures the round trip from your business address to that location and fills in Fuel & Mileage, which is the miles times your cost per mile. It needs a street, city and state on both addresses, so complete your company info too.

A location with a Tax Exemption ID is never charged sales tax.