Find and Add Your Customers
Your own prospects and new customers can be added to your list in Sellar. You can either connect with them if they have Sellar already or add them.
Remember discounts stack in Sellar. If discounts are setup up against your Customers also, these will apply alongside the Price Tier discounts.
Things to remember:
If a Customer is in your list they do not attract an Opening Order Fee
We don't send emails to Customers you add that are new to Sellar. They have the option to claim their account if they wish.
You cannot message a customer till they place an order with you.
Use Add to find or create a customer at the top of the list.
Use the search (either by Name or Postcode) to find the customer.
The results will show how many active users and connections they have. Watch our for more active accounts if you see duplicates.
Place close attention to the postcodes to make sure you have the right Customer (we all know pubs are all called the same.
You can view more details like address, website and social media.
When you find your new Customer to add them to your list, you will need to assign them terms.
Choose a Price Tier for the Customer.
Choose Payment terms. (Credit account will open up another set of terms to choice from)
Optionally add notes or a customer code if you have these to hand.
...if they are not on Sellar already and you can't find them in the list:
Use Add Customer at the bottom the search results to create a brand new customer.
Enter a Trading Name (This will be where is invoiced)
Enter a Company Name (This is the name of the venue?)
Enter a Business email where notifications are sent.
If the email address where invoices need to be sent is different to this, toggle the next option and enter an email address.
Enter a Delivery Address where orders will go to.
If the there is a different address for invoicing, toggle the next option and enter that address.
Optionally enter any delivery instructions to help with delivery.
Enter a phone number to show against the customer in your list.
Choose a Price Tier for the Customer that you have set-up before.
Choose Payment terms. (Credit account will open up another set of terms to choice from)
Optionally add notes or a customer code if you have these to hand.
Adding Orders
In Sellar you can place the first order of you prospects on their behalf if you are there in person.
Use New to create an order.
Search and select the customer the new order is for.
Add Line items to the order, one by one. You can search and select Products, entering a quantity to add to the order.
Everything else if auto populated by Sellar from the Customer (although this can be overridden).