Bringing a new Customer into your CartonCloud tenancy
Table of Contents
Purpose
If you already have CartonCloud set up but have a new Customer coming onboard this checklist will help you with setting them up in CartonCloud.
How to steps
Step 1. The Basics
1.1. Set up the Customer in CartonCloud.
Related Article: Setting up a Customer
1.2. Link the Customer to the appropriate Rate Card. This might be an existing Rate Card you already use to charge customers. Or if this Customer has different rates to all your other customers, you will need to create a new Rate Card.
Related Article: Rate Cards Overview
If a customer is charged most of the same prices as another customer, with only minor variations, you should duplicate the existing customer's Rate Card to avoid having to set up the entire Rate Card from scratch.
Step 2. Warehousing Specific (skip if not applicable)
2.1. If the Customer is using any Product Types which have not yet been created then create them now (for example, dangerous goods).
Related Article: Setting up Product Types
2.2. If you need to capture extra information against Product records (not individual stock, but the actual Product Master).
Related Article: Setting up Product Custom Fields
2.3. Set up the Customer's Products in preparation of bringing their stock into the system.
Related Article: Setting up Products
2.4. Customise any Warehouse Rates on the Rate Card you have linked to the customer. If the Customer is on a Rate Card which is already set up for other customer's then this is not required.
Related Article: Setting up Warehouse Charges / Rates
2.5. Set up any Custom Fields you wish to record against the Customer's stock as it enters the warehouse.
Related Article: Setting up Custom Fields for Purchase Order Products
2.6. Bring the Customer's stock into CartonCloud.
Related Article: If you do not wish to charge for the inward movement, then use Importing Initial stock into the Warehouse. If you do wish to charge for the inwards movement (as the stock has just arrived or will be arriving shortly) then use the article Creating Purchase Orders - Stock Coming in
Step 3: Transport Specific (skip if not applicable)
3.1. Ensure that the Delivery Runs, Delivery Zones and Rate Zones which the customer will be using are already set up within CartonCloud. If are not then do this now.
Related Article: Setting up CartonCloud to automatically rate and allocate Consignments (with Rate & Delivery Zones)
3.2. If the customer is using any new Transport Products which are not yet set up then do this now.
Related Article: Setting up Transport Products
3.3. If the customer uses a Service Type which is not yet used by other Customers and therefore not in CartonCloud then add this now.
Related Article: Setting up Service Types
3.4. Customise any Transport Rates on the Rate Card you have linked to the customer. If the Customer is on a Rate Card which is already set up for other customer's then this is not required.
Related Article: Setting up Transport Rates
Step 4: Let's wrap things up!
4.1. If you have your Accounting Software linked to CartonCloud now is the time to create an Accounting Connector between CartonCloud and that software.
Related Article: Accounting Software Integrations
4.2. If the Customer requires any of their documents customised such as Consignments then do this now.
Related Article: Customising Document Templates, refer to the Adding or Modifying a Document (Customer Level) heading.
4.3. Set up the Customer up as a User so they can log in to CartonCloud with limited access to be able to book and view the progress of orders.
Related Article: Creating or Inviting New Users
4.4. Set the Customer up to receive any necessary notifications or allow their email address access to Parsers.
Related Article: Setting up Customers to receive automatic notifications
4.5. Last Step! Point them in the direction of the Knowledge Base for help with anything they need doing inside CartonCloud. Our page-specific support provides help no matter where they are in the Web App.
Related Article: Customer Pages
After this checklist, your customer should be up and running within CartonCloud.
If you've completed the checklist and have more advanced requirements which are yet to be addressed such as integrations then please contact our Support for further assistance.