Customers

What Are Customers & Prospects?

In Arryved Brewery Management (ABM), Customers are the other businesses that you sell Inventory to on Invoices. Prospects are potential customers. Customers and Prospects are added to the Companies section of your ABM. Use this guide to learn how. 

Prerequisites

  • To add or edit Customers and Prospects, you must be an ABM User with either the Admin or Sales User Role. 

Limitations

  • If any of the Customer’s business licenses are expired, your ABM won’t allow you to submit an Invoice, or deliver goods to the Customer until the license info is updated. 

How It Works


Adding A New Customer / Prospect

  1. From the left side navigation, click Companies. 
  2. Click New Company. 

Business Info

  1. You’ll start under the ‘SETUP’ tab, stay there. 
  2. In the Name field, enter the company’s name.
  3. From the ‘Relationships’ dropdown, select ‘Customer’ or ‘Prospect’. 
  4. Select a Business Type. 
    • On Prem = Goods are consumed on-premise; Bars, restaurants, taprooms, etc. 
    • Off Prem = Goods are purchased to-go; Retailers, grocery stores, liquor stores, etc. 
  5. Apply any necessary Tags to help you filter your reporting later. This is optional and you may not have Tags set up yet. You can skip this for now and come back to it. 

Delivery & Payment Addresses

  1. Enter a delivery address to specify where deliveries should routed. 
  2. Enter a payment address if a different mailing address should appear on Invoices.

Licenses

  1. You can add a license number to record the Customer’s state or local business licenses related to alcohol consumption or any other relevant subject. Up to 3 licenses can be entered for each Company. 
    • On the Customer’s profile in your ABM, a warning appears if a license is expired. This also prevents Invoices from being submitted or delivered for this Customer. 

Save

  1. When finished, click Save. 
    • If saved successfully, you’ll see a confirmation appear in the lower right corner. You must always click Save after editing the Business Info section, before continuing to edit anything else on this page. 

Customer’s Contacts

Once this Customer is saved, you can add their contacts. These are the contacts you can reach out to within that company. 

  1. While still under the SETUP tab, click Add Contact. 
  2. Enter the person’s name, title, phone number, and email address.
  3. Select whether this contact is for sales, billing, or delivery (you can select more than one option). This helps your team members see who they should contact for what needs. 
  4. Click Save or Save & Close. 
  5. Add as many contacts as you need. 

Fulfillment

After a new Customer is saved, you can access the other tabs on the Customer profile that has additional information.


Sales Info 

  1. Toggle from the SETUP tab to FULFILLMENT. 
  2. Select the Salesperson related to the Customer/Prospect. This is a sales rep within your own company. The Salesperson list is generated during your ABM onboarding. 
  3. Select Default Payment Method. 
    • This is simply a preference that appears on Invoices for this Customer so your team members know what to expect upon delivery. 
  4. Select a Default Sales Term. 
    • This appears on Invoices for reference. If you’re using the ABM + QuickBooks sync, this value defaults to your QBO invoice term. 
  5. Select the ‘Sales Hold’ checkbox to prevent Invoices from this Customer from being submitted, picked, and fulfilled. 
    • This may be helpful if the customer is behind on payment or paperwork. Only an ABM Admin can adjust this. 

Customer Location

  1. Select one of your Territories from the list to record where this customer is located. 

Delivery Settings

Create a delivery schedule to specify the customer’s delivery time preferences. Your ABM uses these schedules to help plan delivery Routes efficiently. When a driver’s delivery ETA falls outside the preferred delivery schedule, the system warns them but doesn’t prevent the delivery. 

  1. Click + Add delivery time next to the ‘Default schedule’ section to add a time frame that applies to all 7 days of the week. 
  2. Click + Add day specific schedule to add a time frame that applies to a specific day. 
  3. Adjust the start and end times. Be sure to specify AM or PM.
  4. Check the star icon to indicate the time frame is preferred but not necessarily a hard requirement.
  5. Use the trashcan symbol to delete a time frame if needed. 

In the above example, the Customer allows deliveries between 10:00 AM and 5:00 PM daily, but they prefer deliveries to arrive between 2:00-5:00 PM. On Sundays, they have limited hours from 12:00-3:00 PM. 


Delivery Instructions

Enter any delivery information that the driver may need to know. This info appears in a popup window during delivery. 


Fintech

This field is for the ABM + Fintech integration. Enter your Fintech ID here to include this Customer in your Fintech report. Only Invoices with ‘Fintech’ selected as the payment method are included in the Fintech report. 

Save

After editing the information on the FULFILLMENT tab, be sure to click Save in the top right corner before leaving this page. 


Notes

Click on the NOTES tab for this Customer. Here, notes are used as an internal communication tool to keep yourself and your team members informed. These notes won’t be visible to the Customer. Add a note yourself or simply view the notes left by others. 

Summary

In the future, you can use the SUMMARY tab for this Customer to view a full dashboard of information about the Customer’s history in your ABM. View important analytics, invoice history, and current billing status. 

  • If you’re using the ABM + QuickBooks Sync, the ‘A/R Balance’ box appears here. 

Next

If you came from the ABM Onboarding Guide, head back there and continue to the next step. Or, check out other related articles below. 

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