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Customers in ConsignTrak are the distributors, OEMs, and end users your orders ship to.

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In this video, we'll tour a customer record — including contacts and drop-ship locations — and set up a new customer from scratch.

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Choose Customers from the menu.

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Each customer has an account number and a name — and the search box up top finds them by either one, or by any nickname you've saved along the way.

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Let's open Riverside Mill Supply.

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The customer record keeps the essentials together: contact information, the shipping address, and any alternate names — old account codes, abbreviations, however people actually refer to them.

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Aliases are searchable, so an order taken under an old name still lands on the right account.

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Below that, contacts.

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Each person gets a role — sales, accounting, shipping — so when ConsignTrak needs to notify someone about an order, it already knows who to write to.

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And drop-ship locations: extra addresses a customer ships to besides their main one — a job site, a branch, a plant.

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Save them once, and they're one click away on every future order.

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Now a new customer.

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Back on the list, click New customer.

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Account number, name, and the address — that's all it takes.

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We'll add Piedmont Machine Works out of Columbus.

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Create the customer, and the record is live — ready to take its first order, with room to grow contacts and ship-to locations as the relationship does.

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One more thing worth knowing: if a brand-new customer calls in an order, you don't have to come here first — the order form can create the customer inline, mid-order.

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Customers, contacts, and ship-tos: all one page per account.