Introduction

We've enhanced the ARI Invoices page by adding a "Manage Customers" button, mirroring the functionality found under the Admin settings. This update is designed to streamline the user experience for admins, making customer management more accessible and efficient.


A. Problem statement

Previously, the "Manage Contacts" feature was only accessible through the Admin Site Settings under ARI, which, though functional, was not conveniently positioned for user access. We've listened to your feedback and added this feature to the manager page to enhance usability and improve the overall experience for our customers.


B. Solution

We've introduced an exclusive button for Admins on the ARI Invoices page to facilitate smoother access and improve the usability of this feature. The functionality remains unchanged, but we've included some reminder steps below as a quick refresher.


Adding Manage Customers Button

Step 1: Navigate to Admin > Users.

Step 2: Search for and select the desired user.

Step 3: Click on their name, then choose Edit and proceed to the FIS page. Under AR Invoices, locate the Manage Customers checkbox. Check it to grant permissions or leave it unchecked to withhold permissions to the Manage Customers button only.


Manage Customers

Step 1: Under Admin > Site Settings > ARI, click on the Manage Customers button.


Create a new Customer

Step 1: Click on the New hyperlink to create a new customer.

Step 2: Fill out the below fields, if and when it is required. 

  • Vendor No: Enter the unique customer ID in the textbox. 
  • Name: Enter the customer’s name in the textbox. 
  • Name 2: If the customer has another name, enter the customer’s second name in the textbox. 
  • Order Email: Enter the Order Email ID in this field. Note: The Order Email usually populates based on USAS.
  • Payment Email: Enter the Payment Email ID in this field. Note: The Payment Email usually populates based on USAS.
  • AR Group Email: Enter the AR Group Email ID in this field. Note: If the email is required to be sent out to more than one user, then the AR Group Email aids in configuring multiple Email IDs. 
  • Notes: Enter Notes for the Customer in this field. 
  • Type: Enter the Type in this field. 
  • Address: Enter the Customer’s address in this field (for instance: Building Number and Street/Road name). 
  • City: Enter the Customer’s city in this field.
  • State: Enter the Customer’s state in this field. 
  • Zipcode: Enter the Customer’s zip code in this field. 
  • Phone: Enter the Customer’s phone number in this field.


Step 3: Click on the Update button when all required fields for the customer have been completed.

OR

Click on the Cancel button to cancel the new customer from being added to the system.  


Edit an Existing Customer

Step 1: Enter the keywords of the Customer who is to be edited in the search bar and it will automatically display the results based on the entered keywords.

Step 2: Select the row and click on the Edit hyperlink.

Step 3: Make the necessary changes and click on the Update hyperlink to add the new changes made to the existing Customer, or click the Cancel button to cancel the changes.

 

Delete an Existing Customer

Step 1: Enter the keywords of the Customer who is to be deleted in the search bar and it will automatically display the results based on the entered keywords. 

Step 2: Select the row and click on the Delete hyperlink.  

Import Customers

Step 1: Click on Import button.

 

Step 2: Click on the .csv or .xlsx file of the appropriate Excel sheet containing all Customers you wish to import. 

Step 3: Click the Open button.


C. Related articles

ARI - Invoice Site Settings


Conclusion

With these improvements, we aim to enhance your administrative experience, ensuring that managing contacts is more intuitive and efficient. As always, we appreciate your feedback and look forward to further optimizing your interactions with our platform.