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Creating a new dealer account

This is a step-by-step guide on how to add a new dealer to our system.

1 When a new dealer submits an application it is sent to CS to start the setup process
2 Open CUSTSETUP
3 Need to fill out the following areas:
4 Customer Class- click F9 to select
5 Name- Fill out according to the dealer application
6 CSR Contact- F9 to select the sales coordinator for that territory
7 Product Line
8 Additional Information is to note the dollar amount of the first stocking order & Payment terms the dealer is requesting
9 Click F10 to save.
10 Next, click on the ADDRESS tab
11 fill out the primary address from the dealer application
12
If the primary address is the same as the purchase location click on the COPY button (this will appear under the state when the address is filled out)
13 If the purchase location is different than the primary location fill it out accordingly.
14 Press F10 to save.
15 Under Purchase Location, you will need to fill out the Agency, Comm., and Discount Code
16 Discount Code: press F9 and select the correct code
17 Agency: press F9 and select the correct Regional Sales Manager for that dealer territory
18 Comm: press F9 and select ‘H’
19 Add Contact information under the Contacts Tab
20 Press F10 to save
21 Next, click on the Approval tab. If all information is correct, then click on the send for approval button.
22 This gets sent to Accounting and to the President of the company for approval
23 Once approval is granted you will receive an email referencing the Setup ID.
24 Click on the link and click on ‘Create Customer’.
25 Click on the Create Customer tab, This will generate the customer number.
26 You will now have to go back to the Seats Menu. Open CUSTOMERCPC
27 Enter the new customer number into the CUSTOMERCPC screen. Press F8
28 Click on ‘Next Page’.
29 Under the Purchase tab-DOCUMENTS- select the correct market ((Industrial or Commercial or both)
30
Under the Purchase tab-DOCUMENTS- F9 in document type, select Invoices, Contact Type, select EM, and Under contact information, enter the accounting departments email address so they can receive parts and vehicle invoices
31 In the SHIP TO tab-The default location box needs to be check marked on the ship to tab.
32 Save
33 Now we need to open CUSTHEAD to add contacts
34 In the accounts tab, type in the customer number, and go
35 Find the correct location, and select, hit Contacts
36 Select New Contact
37 Fill In the First Name, Last Name, Work Phone, and Email address. Hit Create