How to Add a Customer in EDGEBIC

To add a customer in EDGEBIC by User Solutions, open the Customers tab, click Add Customer, enter a Customer Id, and click Save Customer. The Id is the only required field. The dialog groups everything else into four sections, and the new customer appears in the order and quote dropdowns the moment you save. For the concepts behind customers and departments, read customers and departments explained.

Before you start

• You can see the Customers tab and the Add Customer button. That button is permission-gated, so ask your administrator if it is missing.
• You have decided the Customer Id. Short and stable beats descriptive, because it appears in narrow grid columns and in every export.
• You have checked for an existing record, including inactive ones. Untick Active Only in the page header to see the whole list.
• If you are loading more than a handful, import them from a spreadsheet instead. Fifty customers from an old system belong in a spreadsheet, not in fifty dialogs.

Steps

1. Open the Customers tab from the main navigation.
2. Click Add Customer at the top right. The customer dialog opens with the heading Add Customer.
3. Fill in Basic Information:

4. Fill in Address Information as needed: Street Address, City, State/Province, Postal Code, Country. City appears as a grid column, which makes regional filtering easy later.
5. Fill in Financial Information if you track it: Tax ID, Credit Limit, and Current Balance. See how to set a customer credit limit for what the limit does.
6. Fill in Additional Information: free-form Notes, and leave Customer is Active ticked.
7. Click Save Customer. The dialog closes and the row appears in the grid.

If a validation warning appears, for example a balance above the credit limit, a Validation Warnings prompt lists the issues and asks whether to continue. Click Yes to save anyway. Hard errors such as a missing or duplicate Customer Id, or a duplicate email, appear in the dialog's error banner and block the save until corrected.

What changes when you save

That last row is worth internalizing. Adding, editing, or removing a customer never moves a job. The link exists for traceability and for the customer-facing documents, not for the scheduling math.

How to check it worked

1. Confirm the new row in the Customers grid, with the Status column showing active.
2. Open the manufacturing order dialog and check the Customer Id dropdown. The new customer should be listed without a restart.
3. Create or open a quote and confirm the contact fields pre-fill from the record. If they are blank, the Contact Person and Email fields on the customer were left empty.
4. Once the customer has an order, click the view-history button on their row and confirm the job appears. See how to view a customer's order history.

Common mistakes

Long Customer Ids. Acme Industries Inc. (new) is painful in every grid and export. Use ACME.

Duplicate records for the same account. There is no merge. Consolidating duplicates means re-pointing every order and quote by hand, then removing the extra record.

Missing the inactive record. If a save is rejected for a duplicate Id, the existing customer may be inactive and hidden. Untick Active Only to find it and reuse it.

Skipping contact person and email on quoted accounts. The quote dialog pre-fills from those fields. Leaving them blank means retyping the contact on every quote and inviting typos on a customer-facing document.

All the single-task recipes are indexed in the EDGEBIC how-to library. To see how customer, order, and capacity data come together in one plan, visit the EDGEBIC product page.