Overview
Updated 11/19/2021
This article explains how YOU (as a user of the Avionté application) set up a new customer in your Avionte application.
This article is not designed to get your own company set up with the Avionté application. For that, Avionté provides an Implementation, Client Management, and Support Department process to initiate new Avionté customers.
Unlabeled (Payroll Info) Group
Add a New Customer
Click the New Customer button from any Front Office > Customer > Sub-Menu Item to open the New Customer wizard.
The New Customer Wizard is separated into 10 tabs - New Customer, Contact Role, Skill, Certification, Date, Requirement, Sales/Service, Rates, Revenue Opportunity, and Extra.
This document is separated according to those 10 tabs. To create a new customer, populate the fields in each tab according to the field definitions below.
New Customer Tab
Basic customer contact information is entered into the New Customer tab.
Name Group
| Branch Name | Name of the branch associated with the customer. |
| Status | Indicates the type of relationship you have with the customer. |
| Customer Name | The name of the customer being created. |
| Department Name | The name of the customer department. |
Address Group
| Address Type | From the drop-down menu, determine whether this is a main address, billing address, etc. |
| Country Code | Indicate whether this is a US or Canadian customer |
| Street 1 | The street address for the customer. |
| Street 2 | The street address for the customer. |
| City | City where the customer is located. |
| State/Province | The state or province where the customer is located. |
| Zip Code/Postal Code | The zip or postal code where the customer is located. |
| GEO Code | This menu will auto-populate after the zip/postal code has been entered. |
Contact Method Group
- Select a contact method from the drop-down menu at the top of the of the Contact Method group.
- Enter the contact criteria in the field below.
- If the contact method is a primary phone number for the customer, select Main Number from the drop-down and then enter the digits for the number in the field below.
- Click the Add button to include the contact method in the grid of the Contact Method group.
Users Group
Under the Users group, select the appropriate user from the drop-down menu for the associated type.
Click the Next button to continue or, if available, click the Finish button to save data and navigate to the customer summary.
Contact Role Tab
The Contact Role tab of the new customer wizard is used to relate new and/or existing contacts to the new customer.
New Contact Group
| New Contact Radio Button | Designates that the contact is new. An "Existing Contact" radio button is available below. |
| Salutation | The formal greeting for the contact. |
| First Name | The contact's first name. |
| Middle Name | The contact's middle name. |
| Last Name | The contact's last name. |
| Title | The contact's professional title. |
| Status | Indicates the customer's current status - Prospect, Active, etc. |
Contact Method Group
- Select a contact method from the drop-down menu at the top of the of the Contact Method group.
- Enter the contact criteria in the field below.
- If the contact method is a primary phone number for the customer, select Main Number from the drop-down and then enter the digits for the number in the field below.
- Click the Add button to include the contact method in the grid of the Contact Method group.
Contact Role Group
- Select the contact's role from the Contact Role drop-down menu (i.e. supervisor, HR manager, etc.)
- Click the Add button beneath the Contact Role menu. The contact will be added to the grid at the bottom of the window.
- Click the Next button to continue or, if available, click the Finish button to save data and navigate to the customer summary.
Existing Contact Group
To add an existing contact to the customer:
- Click the Existing Contact radio button.
- Enter the first few letters of the contacts name.
- Click drop-down menu icon. The field will auto-populate selectable options in the menu.
- Select the contact's role from the Contact Role drop-down menu.
- Click the Add button underneath the Contact Role menu. The contact will be added to the grid at the bottom of the window.
- Click the Next button to continue, or click the Finish button to save data and navigate to the customer summary.
Delete a Contact
- Find the contact to be deleted in the grid at the bottom of the window
- Click the corresponding Delete icon to the right of the contact. The contact will be removed from the grid.
Skill Tab
The Skill tab of the new customer wizard is used to record skills that are required or preferred by the customer.
Add Skills
- Select a skill category from the Customer Skill group on the left side of the window. The category's available skills will be displayed.
- Double-click the specific skill codes to attach to the customer, or click the Add All button to attach every code in the category to the customer.
- Selected skill codes are displayed on the grid on the right side of the window. Skill codes can be added directly to the grid by selecting it from the drop-down menu at the bottom most cell of the Skill Code column.
- Indicate whether or not a particular skill is required by the customer by checking the corresponding checkbox in the IsRequired column.
- Record information about the skill in the Note category.
- Click the Next button to continue, or click the Finish button to save data and navigate to the customer summary.
Certification Tab
The Certification tab of the new customer wizard is used to record pertinent certifications for the customer.
Add a Certification
- Click a desired certification type from the drop-down menu in the bottom most cell of the Certification Type column.
- Record commentary regarding a particular certification type in the corresponding Note column.
Date Tab
The Date tab is used to record dates that are pertinent to the customer.
Add a Date
- Select a date type from the drop-down menu of the bottom-most cell of the Date Type column.
- Select a date for the date type from the corresponding date picker in the adjacent Date column.
- Record notes about the Date Type in the corresponding cell of the Note column on the far-right of the grid.
- Click the Next button to continue, or click the Finish button to save data and navigate to the customer summary.
Requirement Tab
The Requirement tab on the new customer wizard is used to record the fulfillment of various requirements prescribed by the customer.
Add a Requirement
- Click the drop-down menu icon from the drop-down menu of bottom-most cell of the Type column.
- Select a Requirement Type.
- Indicate the value of your type in the corresponding cell of the adjacent Value column.
- The mode for indicating value is dependent on the requirement selected in the Type column.
- Record notes related to the requirement in the Note column on the far-right of the grid.
- Click the Next button to continue, or click the Finish button to save data and navigate to the customer summary.
Sales/Service Tab
The Sales/Service tab is broken into two sub-tabs - Sales Info and Service Info - and is used to record sales and service data related to the customer.
Sales Info Sub-Tab
The Sales Info sub-tab is used to record information about sales leads.
Sales Info Group
| Sales Level | A drop-down menu featuring a contact's sales interest. Click the drop-down menu icon and select a status. |
| Sales Notes | A free-text field used to record notes about the contact's sales interest. |
Other Info Group
| Industry Code | A drop-down menu featuring types of industry. Click the drop-down menu icon and select the type of industry with which the contact is associated. |
| Customer Type | A drop-down menu featuring level-descriptions. Click the drop-down menu icon and select the contact's sales level - Regional, National, etc. |
| Competition | A free-text field used to record information about competition for the sale. |
Lead Info Group
| Lead Source | A drop-down menu featuring methods in which connection was made with the contact. Click the drop-down menu icon and select a lead source - Referral, Cold Call, etc. |
| Description | A free-text field used to record notes about the lead source. |
Service Info Sub-Tab
The Service Info sub-tab is used to record data regarding the services performed in order to maintain sales with the customer.
Service Info Group
| Check Delivery | A drop-down menu featuring methods by which employees are delivered paychecks. Click the drop-down menu icon and select a check delivery method. |
| Mileage Rate | A free-form text field used to record the dollar amount paid per mile. |
| OT Plan | A drop-down menu featuring overtime plans available to the sales person. Click the drop-down menu icon and select an overtime plan. |
| Service Note | A free-text field used to record notes about service to the customer. |
Unlabeled (Payroll Info) Group
| Weekend Day | A calendar selection option. Click the drop-down menu icon and select the day of the week the pay period ends. |
| Pay Period | A drop-down menu featuring frequencies by which an employee is paid. Click the drop-down menu icon and select a pay period - Weekly, Bi-weekly, etc. |
| Pay Cycle | A drop-down menu featuring numbers corresponding to weeks in a month during which paychecks will be issued. Click the drop-down menu and select the week number during the month in which a paycheck will be issued - "1" = 1st week, etc. |
| Certified Payroll | A check box used to indicate if payroll needs certification before a check is issued. |
| Generate Daily Time Entry | A check box used to indicate if time is entered daily. |
| Daily Pay Option | A drop-down menu featuring pay frequency options. Click the drop-down menu to select Current Week (paid following first work week) or Open Week (paid following second work week.) |
Options Group
| Skip Weekly Call | A check box designating that a weekly call should not be made to the customer. |
| Skip Assignment Ending Call | A check box designating that the customer should not be contacted when an assignment ends. |
| Is PEO | A check box designating that a customer is a Professional Employment Organization. |
| Use Time Clock | A check box designating that employees working for the customer use a time clock. |
Rates Tab
The Rates tab on the new customer wizard is used to record various types of transactions and their frequency.
| Transaction Type | Transaction Types are items that are purchased by either the customer or the salesperson's company that require a transaction. |
| Frequency | The frequency at which the transaction occurs. |
Click the Next button to continue, or click the Finish button to save data and navigate to the customer summary.
Revenue Opportunity Tab
The Revenue Opportunity tab is used for recording information regarding the amount of profit to be expected from customer.
Revenue Info Group
| Revenue Name | A free-text field used to enter a name given to the revenue opportunity. |
| Revenue Description | A free-text field used to record information about the revenue opportunity. |
| Status | A drop-down menu featuring a selection of statuses describing the stage of the customer's sales process. |
| Expected Revenue | A free-text field used to record a dollar amount predicting the amount of revenue to be generated by the opportunity. |
| Revenue Period | A calendar selector used to choose an expected date of customer payment. |
| Revenue Competition | A free-text field used to record the names of companies competing for the revenue opportunity. |
Revenue Forecasting 1 Group
| Sales Close Level | A drop-down menu featuring a selection of likelihoods the customer will reach a sales agreement - Very likely, Not likely, etc. |
| Expected Close Date | A calendar selector used to choose the date on which the sale will reach agreement. |
Revenue Dates Group
| Start Date | A calendar selector used to record the date when customer payment will begin. |
| End Date | A calendar selector used to record the date when customer payment will end. |
Revenue Forecasting 2 Group
| User | A free-text field used to record the name of the user that entered the revenue opportunity data. |
| Contact | A drop-down menu featuring a selection of contacts associated to the customer. |
| Order | A drop-down menu featuring a selection of orders associated to the customer. |
Click the Next button to continue, or click the Finish button to save data and navigate to the customer summary.
Extra Tab
The Extra tab of the new customer wizard is used to record auxiliary data in various categories regarding the customer.
Add an Extra
- Select an item from the drop-down menu under the Label column of the Enter New Here grid at the bottom of the window.
- Press Tab on the keyboard to navigate off of the cell and save the entry.
- Enter a value for the selected label in the corresponding cell of the adjacent Value column.
- Press the Tab key on your keyboard to save the data. The entry will be added to the grid at the top of the window.
- Click the Next button to continue, or click the Finish button to save data and navigate to the customer summary.
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