P4 Collection
P4 Warehouse English
P4 Warehouse English
  • P4 Warehouse Change Log
  • Getting Started Quick Setup
    • Overview
    • FAQ
    • Supply Chain Glossary
    • Create a Warehouse
      • Edit Warehouse
      • Add Zone & Bins
    • Create Users
    • Create a Product
    • Create Provider
    • Create Customer
    • Setup Printers
  • Web Documentation
  • Setup
    • Active Mobile Devices
    • Tenant Configuration
    • System - Configuration
      • Cycle Count
      • Products
      • Communication
      • Calendar View
      • License Plates - LPN
      • Three PL -3PL
      • Reason Codes
      • Fulfillment
        • Releasing
        • Data Entry
        • Shipping Setup
          • Truck Load
            • Email
          • Master Truck Load
            • Operations
            • Email
          • Packslip Configuration
          • Small Parcel Setup
          • Private Fleet Setup
            • Email Notification
          • Small Parcel
            • Email Notification
        • Closing
          • Email Notification
          • Backorders
        • Automation
        • Allocation
        • Waving
        • Document Printing
      • Receiving
        • Document Printing
        • Email Notification
        • Automation
        • Handhelds
        • Operations
        • Data Entry
      • Calendar
      • Reason Codes
    • Products
      • Product Audit
      • Decimal controlled
      • BOM- Bill of Materials
      • Serial Control
      • Lot Control
      • Expiry Product
      • Packsize
      • Product Bundles
    • System Logs
    • System– Audit
    • Query Builder
    • Custom Actions
    • Warehouse
      • Warehouses
      • Zones
      • Bins
      • Dock Doors
    • Translations
    • Reports & KPI
      • Database backups
      • Report Creation
      • KPI Creation
  • Permissions- Users
    • Permission Profiles
    • Add Users
    • User Sessions
  • Printing & Labels
    • Printers
      • Print Queue
      • Print Agent
      • Printer Setup
    • Labels
      • Templates
      • Label Design
  • Fulfillment
    • Fulfillment Operational Setup
      • Customer
      • Cartonization Profiles
      • Carton Sizes
      • Carriers
    • Pick Ticket Creation
      • Back Order
    • Allocation
    • Waving
    • Totes
    • Grouping
    • Truck Load
    • Master Truck Load
    • Totes
    • Shipping
    • Delivery
    • Staging
  • Purchasing
    • Vendors
    • Receiving Calendar
    • Open Purchase Orders
    • Closed Purchase Orders
    • LPN Receiving
  • Production
    • Production Workflow
    • Open Work Orders
    • Closed Work Orders
  • Returns - RMA
    • Open Returns
    • Closed Returns
  • 3rd Party Logistics
    • 3PL Billing Profiles
    • 3PL Clients
    • 3PL Client Invoicing
  • Collaboration
    • Task
    • Cycle Count Approval
  • Analytics - Reporting
    • Reports
      • Create Reports
    • KPI
      • Create KPI
  • Mobile Device Documentation
    • Information for Android Mobile
  • Receiving
    • General Receiving Information
    • PO List
    • PO Receiving
    • PO Photo
    • Product Barcode
    • Un-Receive PO
    • Non-PO Receiving
  • Fulfillment
    • Picking
      • Pick List
      • Pick Ticket Picking
      • Wave Picking
      • Full Pack Picking
      • Carton Picking
    • Staging
      • Tote Merge
      • Tote Counting
      • Print Content Label
      • Un-Picking
      • Tote Move
      • Re-Packing
    • Shipping Pick Tickets
      • Tote / Pallet to Stage
      • Tote to Dock
      • Ship
      • Photo
      • Deliver
      • Pallet / Carton Dimensions
    • Shipping Truck Loads
      • Tote to Dock
      • Ship
      • Photo
  • RMA
    • Returns Process
      • RMA List
      • RMA Receiving
      • Photo
      • Non RMA Receiving
      • Un-Receive RMA
  • Production
    • Production Process
      • Work Order List
      • Picking
      • Production
  • Adjustments
    • Adjustments Process
      • Vendor Return
      • Adjust in
      • Adjust in by Bin
      • Adjust out
      • Adjust out by bin
  • Miscellaneous
    • Pallet Dimensions
    • Inventory
      • Packsize Convert
      • Product Move
      • Full Bin Move
      • Bin Contents
      • Packsize Breakdown
      • Substitute Convert
    • Bulk - LPN
      • LPN Letdown by Bin
      • LPN Letdown by Sku
      • Product Letdown by Bin
      • Product Letdown by Sku
      • LPN Move
    • Cycle Count
      • Cycle Count by Bin
      • Cycle Count by Product
      • Cycle Count by Assignment
    • Product Data
      • Product Dimensions
      • Product Photo
      • Product Location
  • Collaboration
    • Task Assignments
    • Messaging - Chat
  • Contact Us
    • Support
      • Costa Rica
      • USA
      • Peru
      • Panamá
      • Mexico
      • Ecuador
  • REST API
    • P4Warehouse REST API
    • Product Master
      • Create new product
      • Update or edit existing products
      • Retrieve a list of products
      • Delete Product
    • Vendor Master
      • Create new vendor
      • Update or edit existing vendors
      • Retrieve a list of vendors
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  1. Getting Started Quick Setup

Create Customer

P4 Warehouse Adding a new Customer

Last updated 2 years ago

The Customers page features a listing of all the customers available within the Warehouse Management System software. There are columns for Customer Number, Company Name, Description, Contact Person, Email, Client, and Created. There is also a “New” button at the top right (to create new customer profiles and a “Refresh” button (to update the list after any changes). The “Export All Data” button is located just under the refresh button appearing as a black folder encircling a white X.

Select the “New” button to create a customer profile. The New Customer pop-up window will appear with four options: Client, Customer Number, Company Name and Description. The Client field features a drop-down menu from which to choose a client from an available list. Complete each option (Description is optional) and select the “Submit” button.

Client is not used unless the system is setup for 3PL or Multi-Company.

The page will then display the Customer profile page (in this example, Customer: c2). On the left side is a Details section to input an email address, a contact person and miscellaneous information in the Description field. In the upper right corner are two buttons: the “Update” button will save any changes made to the customer profile and the “Refresh” button will display any such changes. On the right is the Addresses section to input one or more addresses for this customer, including an “Add” button for the addition of new addresses. Lastly at the bottom is a Settings section for Product Expiry Allowance (the customer does not want any item that expires within the time chosen; default set to 70 days).

Addresses are displayed with information columns for Default, Name, Route, Attn To (Attention To), Phone, Address1, City, Province, Postal (Postal Code) and Action. To delete an address, select the icon (black x inside a white box) under the Action column for corresponding address. To edit an address, choose the selection text under the Name column. This will activate the Address pop-up window.

At the top of the Address Details pop-up window is an option for Default (with a check box) for choosing this address as the default address for this customer. Enter, remove, or add any address details in the various fields as desired. Once finished, select the “Submit” button at the bottom to complete the address.