Adding a Multi-Site Customer (No Master Site)

If your multi-site system includes a master site, use the steps in Maintaining Customers from a Master Site. Otherwise, use the processes described here.

You may want an administrator to control adding, updating, and deleting customers across the system. Keep in mind that each site can control its local customer records, and these records are independent of other sites.

Note: In the following sections, "shared sites" means the Centralized Order Entry or A/R categories are being replicated between the sites.

When a customer is added in one site, it does not automatically populate in other shared sites. To add the existing customer into another shared site:

On the Customers form, select Actions > New.
Enter the customer number or select it from the drop-down list.

The customer number already exists at the other site and was replicated to this shared site. Some of the information, including the address and credit limit, is copied from the source site.
Fill in the rest of the information manually in the Customers form at the shared site.

Another way to duplicate customer records in multiple sites is to create the records in one site, export them to a spreadsheet, and import the spreadsheet into the Customers form at the new site. (Make sure the form's grid columns are arranged in the same order at both sites.)

If your sites are accessible through a single computer, you also may be able to use the Right-click > Copy feature to copy the customer rows from the Customers form on one site and then use Edit > Paste Rows Append to add them in the Customers form at the other site.

Note:

Right-click > Find brings up the Customers Query form, where you can find customer records for the local site.
The Customer field's drop-down list displays only the current site's customers.

In New mode (after clicking the New button or selecting Actions > New), all shared sites' customers are shown:

Right-click > Find brings up the Multi-Site Customers Query form, where you can find customer records for the local site or any shared site. (You can then choose to add a shared customer to Customers form on the local site.)
The Customer field's drop-down list displays all shared sites' customers.