How to Manage Customers (For NDA Admin)

The Customers page is designed to provide NDA Admins with full access and control over customer records and their associated orders.

As an NDA Admin, you can:

• View and manage the complete list of customers within the portal
• Create, view, and edit customer orders directly from the customer profile
• Add new customers individually or import customers for bulk uploads

For NDA Users, the page allows for:

• Quick access to specific customer records using the Search bar
• Importing a customer list into the portal to streamline customer management

This section ensures that customer information is easy to manage and always up to date, helping maintain smooth order processing and efficient account handling.

• Code: This is a unique identifier assigned to each customer. Clicking the code opens the customer’s detailed profile page, where the NDA Admin can view and edit their contract pricing settings.
• Customer Name: Displays the full name of the Customer.
• Price Level: Indicates the pricing tier assigned to the customer. Available tiers typically include Bronze, Silver, Platinum, and Select, each corresponding to a different discount or pricing structure.
• Contract Pricing: Shows whether the customer has contract pricing enabled. This is useful for identifying customers with the contract pricing.
• Actions: This column provides action options for managing individual Customers. 

1. Edit: Opens the customer’s contract pricing page, allowing for adjustments to their pricing details (functionally similar to clicking the Code).
2. Create Order: Redirects the NDA admin to the Orders page, pre-filled with the selected customer’s details, to make a new order.
3. View Orders: Opens a list of all orders previously placed by or on behalf of the customer, offering quick access to their purchase history.

Managing the Customer's Contract Pricing

As an NDA user, you can add new contract pricing or make edits to existing pricing for a customer. This functionality ensures pricing is accurate and up to date.

All relevant customer information is available in the Customer Details section, allowing you to review and confirm the correct account.

The Contract Pricing section displays key details for each product listing, including the SKU, Product Name, Contract Price, and available actions. This helps to view and manage pricing agreements for specific items efficiently.

The Edit button allows the NDA Admin to modify the contract pricing assigned to a particular product. The Delete button permanently removes the selected product from the customer's contract pricing list. Use this option with care, as deleted entries will no longer appear in the customer's pricing arrangement.

The NDA Administrator has two options for managing contract pricing within the NDA Portal:

1. Import from MYOB:
    Contract pricing can be seamlessly imported from the MYOB system, which is integrated and synced with the NDA Portal.
2. Manual Entry:
    Alternatively, the administrator can manually add a new contract price for a specific product directly through the portal interface.

These options provide flexibility in maintaining accurate and up-to-date pricing for contracted items.

Creating and Viewing Orders From Customer

Both NDA Admins and NDA Users can create orders on behalf of customers. The process for doing so is identical to the standard procedure used when placing orders for other users (See “How to Create An Order”). 

The NDA Admin and NDA User have access to view all orders placed by or on behalf of the customer.

If an order is currently marked with a Draft status, it remains editable, and the NDA Admin can edit it. This allows for necessary adjustments to be made before final submission of the order.