Entering Customer Information

Populate customer roles

Customer information can be entered through the Customer Info tab. Depending on how your company has it set up, there are three roles in which customer information can be entered: Bill To, Ship To, and End User. Information can be entered the same way for all three roles. Customer information can be entered by adding a new customer or loading an existing customer from a CRM application or the local system. Each icon next to the role will allow you to manage customers.

  • enteringcustomerinformationb1.jpgAllows editing the customer currently added to the role.
  • enteringcustomerinformationb2.jpgAdd a new customer. This displays a pop-up window where user can enter the customer information.
  • enteringcustomerinformationb3.jpgRemoves the current customer from the role.
  • enteringcustomerinformationb4.jpgAllows selecting an existing customer that has already been added to the local system.
  • enteringcustomerinformationb5.jpgSearches a CRM application for a customer. (See CRM Integration Use for more information)

In addition to these operations, local customers can also be searched by typing in the fields available for the role. While typing in the First Name, Last Name, Customer ID, or Company fields, a search list is generated based on what has been already typed. User can choose a customer easily by clicking the customer you would like to use. Customer can also be selected using the arrow keys on keyboard and pressing the Tab or Enter key.
Customer details such as address, phone number, email, etc. are automatically hidden. These details can be seen by expanding the View Details pane included for that role. Also customer details can be seen for all roles by clicking the View All Details link at the top of the page.
Once user has included customer for a role, he can easily copy that customer’s information to other roles. Expanding the View Details pane for a role will display a box containing the other role names and a Copy button. User has to select the role he would like to copy customer’s information to and click Copy.
Once a customer’s information is entered to a role, it is automatically saved. Therefore there is no need to save before switching to another tab or navigating to another page.

Customer role types: CPQ currently supports three customer role types: “Bill To”, “Ship To”, and “End User”. End User customer role can be disabled, if there is no need for it. Searching for customers is always performed on the “Bill To/End User” customer storage. This means that, if user tries to search for a customer to add it to “Ship To” customer role, he will search existing “Bill To / End User” customers. Customer storage for “Bill To” and “End User” roles is common for all quotes. This means, when user edit a “Bill To” customer in one quote, the change he made to that customer will be visible in all quotes where this customer is loaded, no matter if it's “Bill To” or “End User” role. That change will also be visible if he use search to load that customer into a new quote. However, “Ship To” customers are an exception: They are stored in a separate storage, and every quote has it's own “Ship To” customer. Editing a “Ship To” customer in one quote won't alter any customers in any other quote, nor will that change be visible when user tries to Add a new “Ship To” customer in any quote. To put it differently, what has been edited in a “Ship To” customer in one quote is only visible on that quote, until it is decided to change the “Ship To” customer with another customer. In that case the old “Ship To” customer data for that quote gets erased.

Postal code look-up

This feature enables users in Great Britain to retrieve address information based on the customer’s postal code.
If you have chosen Postcode look-up provider in CPQ setup Postal code look-up, button “Find Address” will appear in customer information dialog (“Bill To”, “Ship To” or “End User”) next to the “Zip/Postal Code” customer field. Enter postal code in “ZIP/Postal Code” field and click on “Find Address”. A dialog with a list of available addresses for entered postal code will appear. Click on address that match your criteria to fill-in the appropriate fields in customer information dialog.

Post code look-up returns following information:
Apartment Number,House Name, Street Address
CPQ default mappings are:
Apartment Number and House Name will be mapped to field Address(1), while Street Address will be mapped to Address(2).

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