How to Add a Client to commonsku

Learn how to add a new client to commonsku.

On this page:

How to add a new client

How to delete a client

How to reactivate a deleted client

FAQ

How to add a new client

To add a new client:

  1. Click on the Clients tab
  2. Click the New Client button in the top right corner of your screen
  3. Type the client's name
  4. Select their Industry from the drop-down menu
  5. 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.

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How to delete a client

To delete a client:

  1. On the client page, click Actions
  2. Select Delete Client
  3. Click Yes on the "Are you sure you want to delete this account" popup

DeleteClient

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How to reactivate a deleted client

To reactivate a deleted client:

  1. Click the Clients tab
  2. Click New Client
  3. Enter the client name into the "Client Name" field with the exact same spelling as the original account
  4. 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
  5. Click Create

That will restore the account and its client and order history.

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FAQ

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:

  1. On their client page, click on the Profile tab
  2. Click Edit next to "Client Details"
  3. Enter a new name in the "Client Name" field (Example: "Doc Brown's Auto - Do not use!"
  4. 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:

  1. Click the Clients tab
  2. Click New Client
  3. Enter the client name into the "Client Name" field with the exact same spelling as the original account
  4. 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
  5. 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.

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