How to Add Customers
Overview
Please see below for option to create customers in RoasterTools.
Adding customers via CSV importer
Note: About Customer with Prepay setting
When creating customers via CSV, you cannot upload terms Prepay. You can create customers with all other terms.
For customers with Prepay terms, see the section below to apply the terms and payment methods required for the customer.
Note 2: You cannot set a payment method in the CSV upload. You'll to set this individually for each customer.
- Navigate to your name in the top right corner then Settings > Import & Export.
- From the Import & Export page, select Customers from the menu on the left.
- Select Download CSV. If you currently have no customer inputted, this will download a blank CSV for you to fill out.
- We recommend using Google Sheets to open this CSV for viewing and editing.
- Complete each of the required sections (marked by an *) with each customer on a separate line.
Note: for the import to work you have to fill out the required sections with the (*). Do not change the form layout. Enter the information that is required and any additional information that you have about your customers that matches fields in the form.
- Once complete, return to Settings > Import & Export > Customers. Upload your new CSV file to Upload Changes.
- You will receive a confirmation email detailing whether your upload was successful.
We recommend that you review your customers at the end of the creation process, just to make sure that you didn't make any crucial mistakes!
Adding customers one at a time
- Select the Sales menu
- Select + New Customer
- Complete the form (See below for creating customers with Prepay Terms).
- Click Create Customer at the bottom of the screen
- Repeat!
How to add customers with Prepay Terms (Updated settings)
When creating a new customer with Prepay Terms, please follow the steps Below.
Note: If you are creating a customer that has Net terms other than Prepay, you can set them when you create the customer. The instructions below are only for customers with Prepay Terms.
Step 1: Create Customer
You will first create the customer without the Prepay terms in the initial customer creation page.
Step 2: Link a Contact to the Customer
Once the customer has been created:
- On the general customer page, press edit to the right of the customer you just created.
- Once in the customer settings you need a linked a contact to your new customer.
- You can either choose to link an exsisting contact or create a new one
Step 3: Update Terms to Prepay and add Payment Method
Having terms set as Prepay requires that the customer also has a payment method on file to pay for the order. Follow the steps below to ensure that your customer is required to add a payment method and pay when they place an order.
- Update the payment terms to Prepay. (don’t save the payment preference yet)
- Toggle on the Credit Card option
- Toggle on the “Required” button
- Press “Save Payment Preferences”
Setting a payment method as “Required” will prompt the users to enter their CC before placing an order in the portal. Once they have a credit card on file, they can check out and will be automatically charged when they order.
Update Payment Method
You can send your customer a link directly or an email to request they update their payment method.
In Payment Method section > go to the Credit Card setting > 3 dots > Request new credit card
This can be sent as an email to the contacts associated with the account, or copy the link directly in the button below and you can send the link how you choose.
You can also enter the CC information manually once you save this payment method, if you refresh the page, the area to enter the CC info will appear as this:
