Recommended New Customer Workflow when Integrated

If you are integrated, customer records should be created in your back-end system first. The reason for this is because orders need to have the correct account code and correct addresses. So what's the best process if you meet a great new customer at a show or on the road? You can follow the process below which allows you to create a draft order, send a copy of the order to the buyer, but still maintain data integrity in both your back-end system and NuORDER.

 

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