This documentation will provide the steps necessary to assign Customer and/or Ship-To IDs to customer accounts in VendorDesk.
When you receive an order for a new customer (or address) who does not yet exist in your VendorDesk “Customer/Ship-To IDs”, they will populate in the “Pending” tab under “Orders”. Orders that are in “Pending” will not be processed in VendorDesk or be sent to a file/FTP server (if applicable).
In order to process these orders, you must assign a Customer and/or Ship-To ID.
- Once an order for a new customer/address has been submitted by the sales agency, the first step is to navigate to Orders -> Pending. Here you will find sales orders that are waiting for an ID to be assigned so they can be processed.
- Once you have identified a sales order belonging to a new customer/address, you must open the sales order and set a Customer ID. Here is where you can specify a Customer ID and a Ship-To ID.
- Once you have assigned an ID to the customer/address, please select save. After you save, you will notice that the sales order has moved from “Pending” to “Orders”.
- You will be able to view and manage all Customer and Ship-To IDs in VendorDesk under the “Customers/Ship-To” tab. All future sales orders for these customers and ship-to addresses will display the ID numbers.