Learn how to add a new client to commonsku.
On this page:
How to reactivate a deleted client
How to add a new client
To add a new client:
- Click on the Clients tab
- Click the New Client button in the top right corner of your screen
- Type the client's name
- Select their Industry from the drop-down menu
- Click Create
You will be redirected to their client page to complete their client details, contact information, and address list.
If you enter a client already existing on your account, commonsku will redirect you to the existing profile rather than create a duplicate.
How to delete a client
To delete a client:
- On the client page, click Actions
- Select Delete Client
- Click Yes on the "Are you sure you want to delete this account" popup
How to reactivate a deleted client
To reactivate a deleted client:
- Click the Clients tab
- Click New Client
- Enter the client name into the "Client Name" field with the exact same spelling as the original account
- Select an industry from the drop-down menu below the client's name; the industry does not need to match what was originally in the account
- Click Create
That will restore the account and its client and order history.
[Back to top]FAQ
- What happens if I create a duplicate client account?
- Can I merge duplicate clients?
- What if I accidentally delete a client?
- Why can't I delete a client?
What happens if I create a duplicate client account?
Client profiles are created based on the spelling of the client's (company) name. commonsku will not create multiple accounts with the same client names; instead, the system will automatically redirect you to the existing client page. The only way to create a duplicate is to spell the names differently.
If you've accidentally created a duplicate account:
- If at least one of the accounts has no order history, you can delete the account that's not in use (follow the steps listed below)
- If all of the accounts have an order history, the best practice is to change one of the client's names (follow the steps listed below)
Can I merge duplicate clients?
It is not possible to merge two client accounts. The best practice is to rename one of the client accounts, so nobody uses it on a future project:
To rename a client:
- On their client page, click on the Profile tab
- Click Edit next to "Client Details"
- Enter a new name in the "Client Name" field (Example: "Doc Brown's Auto - Do not use!"
- Click Save
The two profiles are available to reference order history, but changing the spelling ensures sales reps do not use the wrong account moving forward.
What if I accidentally delete a client?
To restore a client:
- Click the Clients tab
- Click New Client
- Enter the client name into the "Client Name" field with the exact same spelling as the original account
- Select an industry from the drop-down menu below the client's name; the industry does not need to match what was originally in the account
- Click Create
That will restore the account and all of its previous client and order history.
Why can't I delete a client?
If you do not see the option to delete the client, you do not have permission to "Create/Modify Account." If you need to delete a client but do not have the permissions to do so, you can contact your Admin to either give you the permission to "Create/Modify Account" or delete the client for you.