Customers in ODB

These instructions refer to using products within the creating order/quote page of ODB. Which can be found in admin → odb → create new quote/order.

Find a customer

You can search for a customer by:

• Name

• Postcode

• E-mail

• Phone number

• Company Name

This section refers to finding a customer when creating a quote or order.

When on the new quote/order page, to find a customer, go to the “find customer” input box in the customer information section and start typing. After at least 3 characters have been typed, results will be displayed in a dropdown.

Open

Clicking on the drop-down will select the customer for the page.

Open

You can view the customer's details, customer group, and any associated discounts.

You can see customer open quotes, drafts, and click on them to see all belonging to that customer.

Companies

In ODB, companies can be managed in two main ways (or three, if you include turning the feature off). You can either:

1. Disable the feature if you don't want to use it.

2. Enable the ODB default companies where you assign or match an attribute specifically for companies. This allows you to track someone as part of a company.

To use this feature, go to the ODB settings and select an attribute that will store the company information. It's important to note that this attribute must already exist; ODB will not create it for you. Additionally, this attribute must be of the 'dropdown' type, and it is a customer attribute that can only be created through the admin panel in the enterprise version.

If you need this attribute but it hasn't been set up yet, you can ask your development team or reach out to Rixxo for assistance in creating it.

ODB can also be used with the Ahead works company accounts module , which will fully create a AW company and add the user to it.

Companies will come through when a customer is selected. The discounts applied to a customer group will be brought through and applied to a customer's orders. When creating a customer, you can search for existing companies or create a new one.

New Companies

To create a new company for a new customer you can click the create company button and create a new company before creating the customer. Additionally, you can simply add the customer to an existing group.

New customers

To create a new customer, click the create a new button and a form will become visible.

When you type in the email address, the lookup will check to see if this already exists, and you can click that customer if they do to select them for the order.

When a customer is selected, ODB will use that customer for the order.

If creating a new customer, complete the details and carry on with the order.

If the new customer requires a company, you can create this from the top of the new company form. This will allow the company discounts to apply to the customer on the product grid.