Change customer-specific settings

1. Delivery Days: View the delivery days assigned to that customer. You have two options to choose from: 

   

   1. Global settings: The delivery days will be the same as those specified in your global settings. Refer to change global settings for detailed information on how to adjust this. 
   2. Operator-specific settings: You can set specific delivery days for this operator. When you select this option, you'll be prompted to select the days and cutoff times. 

2. Order Minimum: Change the minimum amount a customer must have in their cart before an order will go through. You have three options to choose from: 

   

   1. Global settings: The order minimum will be the same as your global settings. Refer to change global settings for detailed information on how to adjust this amount. 
   2. Operator-specific settings: You can set a specific amount for this operator. When you select this option, you'll be prompted to add the amount. 
   3. Exempt from order minimums: This operator will not need to meet a minimum amount before placing an order. 
3. Customer Group: Optionally choose to assign the customer to a group; these groups are a field you can filter customers by when viewing your Customer list, or when creating a new Broadcast message.
4. Salesperson: Refer to Add or remove a salesperson on a customer account for detailed information on using this setting.

5. Order Approval: Switch on the order approval workflow for each customer, for each order guide, either individually or as a group.

   Tip: This can also be done in the individual order guide settings, by you or by the customer. For more information on the order approval workflow, refer to Configure customer order guide settings. 

    

1. Catalog Access: Change whether or not customers can access the Catalog button option at the top of their order guides.

   Tip: This setting, as set up during your onboarding, is editable if you had chosen it to be. Contact Distributor Support to make this field editable.

    

1. Notes: Use this internal-only text field if helpful for your team.

Account Activity section

1. Visibility: Hide a customer from the default Customer list. These customers can be found later by changing the filters on your Customer list.
2. Status: Mark a customer as Inactive, which hides them from the default Customer list. These customers can be found later by changing the filters on your Customer list.
3. Eligible for Cut+Dry: Mark a customer as eligible to switch to Cut+Dry. This will be used to calculate your adoption and conversion metrics - it excludes customers who cannot switch due to contractual or operational limitations. 

4. Account Holds: View or change the account status markers as read from your ERP. These holds affect customer ordering.

   Tip: If edited within the Cut+Dry platform, the customer's ordering experience will change immediately. This selection will again match your ERP the next time your ERP data syncs with the platform; please ensure that you change status in both places to maintain functionality.

    
   • Credit Hold: The customer can still place orders but will be notified they are near or over their credit limit.
   • General Hold: The customer can still place orders but will be notified to contact you.
   • Hard Hold: The customer is prevented from placing orders.

4. Rebate Status: Include or exclude the customer from any rebate program.
5. Tags: Assign tag(s) to a customer, usable as another filter for your Customer list. To create your own tags, contact Distributor Support.

Users section

Every customer account must have at least one user attached to it. For detailed information on adding a new customer user, refer to Add a new user to a customer account.