To enter a customer you must first go to the distributor profile screen of the sponsoring distributor page.

 

From the sponsor’s distributor profile screen on the left navigation click Add Customer.

Enter all relevant data for the new customer.

The sponsor # will auto-fill in the box.

The App Date will default to today’s date, however this can be changed if needed.

Name: Enter last name, first name, and company name

Account #: An account number can be entered. It will be available for reports. The system automatically generates customer #. The account # field can be left blank as it is not used by the system.

Address (Billing/Shipping)

Address: Enter billing address first.  If the shipping address is the same, click copy to transpose the address without re-entry.  You may select country if applicable. Note: that some merchant accounts will not process a successful transaction is State is spelled out. Be sure that you are using the 2-letter abbreviation for State)

Country default is United States. If the country is United States, the zip code will be stripped of all letter characters. If any other country is selected, the auto-formatting will not apply.

Phones

Phone Numbers: Enter applicable phone numbers.

Credit Card

Credit Card: Select appropriate CC Type from drop down. Enter credit card number.  Enter

CC Exp Date (Format mmyy). Enter CCV. Enter Name on card.

The ES 100 will validate credit card number length and type validity.

Identification

SSN#: Social Security Number.

EIN#: Employer Identification Number for businesses.

STAX#: Sales Tax Number for businesses.

D.L#: Drivers License Number (needed for eCheck)

D.L. State: Drivers License State (needed for eCheck)

NOTE: Some merchant accounts will not process a successful transaction if State is spelled out. Be sure that you are using the 2-letter abbreviation for State

 

Checking

Checking: If you utilize e-check services you can enter the ABA Routing, Acct Number, Bank Name, Bank State, and Name on Acct.for the customer’s checking account.

Custom

Custom: If you have set up custom fields for customers, the fields will display in the lower left of the display screen. Enter any appropriate information in the custom fields if applicable.

Tax Exempt: Select the appropriate Tax Exempt status. The default is No.

Email: Enter the customer’s email address.

Participating: Defaults to “No”. This can be used to indicate the customer is also a distributor participating in the program. Typically this information is used only for reports.

Classification: Defaults to “Retail”. Select the appropriate classification. Retail and Wholesale are the standard classifications. If additional classifications are necessary, IDSTC will set these up.

Username and Password: Are used on the website shopping cart to bring up a customers billing and address information without having to re-enter the information or create a new customer record.

Pay Default: Select the appropriate default payment type. If a default is selected, this payment type will auto-populate in the order payment screen when processing order payments for the customer

Click Save. You will now be at the new customers profile screen.

NOTE: A Customer ID # has been automatically assigned to the new customer. The number is purple in parentheses. The ES 100 generates the customer ID#.