Why:

Customer information is held in Fusion and is referenced by the system when orders are created, invoices or credits raised and vehicle records retrieved.

 

Where:

From the Customer View, select File > New or click the New button . This will display a Create Customer window or a CDB search window (if the CDB interface is enabled).

 

How to Create New Customers:

In the Create Customer window, if the facility exists for automatic customer number generation, then the customer number field will already be populated. If it doesn’t, then you will need to input a unique number for the new customer. Then indicate the customer type from the drop down list and click OK.

If the CDB interface is active, a CDB Customer Search window is then displayed. This allows you to search the Volvo customer database for your new customer. If found, you can just transfer the details to Fusion (this search is only used when adding external customers).

In the Customer Maintenance window input all the details you can for the new customer.

 

What else would you like to do?

Deleting a Customer.

CDB/Fusion Field Mapping.

 

 

Related Topics:

Automatically Generated Customer Numbers.

 Supplying Customer Information to a Third Party System.