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  1. DDI System
  2. Using Inform
  3. Configure Inform
  4. Manage your customers

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Manage your customers
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Learn how to add customers to Inform, configure customer identity, financial, and shipping information, as well as how to generate customer reports.

  • Add a customer
  • Manage sales territories
  • Create jobs to group sales and purchase orders
  • Create customer ranking criteria
  • Delete a customer
  • Generate customer reports

Set up Inform to manage customers

  • Categorize customers by business or pricing
  • Set up customer payment terms
  • Create tax codes
  • Manage your salespeople
  • Add, update, or delete a salesperson
See all 15 articles and available sections

Configure additional customer properties

  • Configure additional customer properties
  • About customer status
  • Specify standard customer properties
  • Configure customer tax rate and credit options
  • Create a single price list for multiple customer accounts
See all 20 articles and available sections
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