Customer

SIMS User Guide Customer

Contents

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 SIMS User Guide Customer

Introduction
This section covers how to perform customer maintenance in SIMS, including the following tasks:
Create a new customer
Validate a customer
Add customer references, employment, and residence
Verify customer references, employment, and residence
Assign a customer route
Assign customer alerts
Change a customer to tax exempt
Transfer a customer agreement and receive it (REVIEWER NOTE: Button doesnt appear to do anything when pushed.)
Edit an existing customer record

Red: Not working

Orange: Partially working
Tan: Not in Pilot

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 SIMS User Guide Customer

Create New Customer

1. Start Create Customer Process

To create a new customer record:

Click the button

in the Quick Access menu.

Click the button.

OR

Click the New Customer function button at

the bottom of the screen.

OR

Press the F3 key.

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 SIMS User Guide Customer

Get minimum required fields to add a customer from safe

Create New Customer (continued) guide

2. Validate and Create the Customer Record

The Customer Validation screen will appear. Before

a new customer can be created, you must validate the
customers information to confirm there is not a
current record for the customer.
To validate the customer:
1. Select a Pending escalated Sales Lead from
the result set, if applicable. OR
2. Enter the customers information.

3. Click the button.

4. Select a matched customer from the result
set, if applicable.

If the customer does not currently have a record in

SIMS, a Record not found message will appear.

5. To continue, click the button.

6. The button will be

activated. Click the button.

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 SIMS User Guide Customer

Create New Customer (continued)

3. Enter Customer Information

The customer record will be created and the

Customer Editor screen will appear.
Enter the customers information. Information
from the validation process will be pre-
populated, s

To add a primary address, click the icon

next to the Primary address line. The
Customer Primary Address pop-up will
appear.

Enter the customers address information.

Click the button. If an exact

match not found, the system will offer other
choices or you can keep the address given.
If the customers mailing address is the same
as their primary address, check the Mailing
Address Same as Primary checkbox.

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 SIMS User Guide Customer

Create New Customer (continued)

3. Enter Customer Information (continued)

To add a phone number, click the

button. The Add Phone
Number pop-up will appear.

Click the button to save the

phone number.
After you have entered all the customer
information, click the button.

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 SIMS User Guide Customer

Add Customer References, Employment, and Residence

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 SIMS User Guide Customer

Add Customer References, Employment, and Residence (continued)

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 SIMS User Guide Customer

Add Customer References, Employment, and Residence (continued)

3. Access the Employment/Property Tab

The Customer Editor screen will appear. To enter the

customers employment information:
Click the Empl/Property tab.

Click the button under the

Employment Information section.

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 SIMS User Guide Customer

Add Customer References, Employment, and Residence (continued)

4. Add Employment Information

The Employment Information pop-up will appear.

Enter the customers employment information
in the appropriate fields. Fields marked with
an asterisk (*) are required.

Click the button to return to the

Empl/Property tab.

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 SIMS User Guide Customer

Add Customer References, Employment, and Residence (continued)

5. Add Residence Information

To enter the customers residence information:

Click the button under the Residence

Information section on the Eml/Property tab.
The Residence Information pop-up will
appear.
Click either Rent or Own.
Enter the information in the appropriate fields
based on whether the customer rents or owns
the residence. Fields marked with an asterisk
(*) are required.

Click the button to return to the

Empl/Property tab.

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 SIMS User Guide Customer

Add Customer References, Employment, and Residence (continued)

6. Access the References Tab

Click the References tab.

Click the button under the Reference

Information section.

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 SIMS User Guide Customer

Add Customer References, Employment, and Residence (continued)

7. Add Reference Information

The Reference Information pop-up will appear.

Enter the reference information in the
appropriate fields. Fields marked with an
asterisk (*) are required.

Click the button to add the

next reference.
Once all references have been added, click the
button to return to the reference
information screen.
Repeat the process to add the customers
spouse or roommate information.

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 SIMS User Guide Customer

Add Customer References, Employment, and Residence (continued)

8. Save Customer Employment, Residence, and Reference Information

After you have added all of the customers

employment, residence, and reference information,
click the button..

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 SIMS User Guide Customer

Verify Customer References, Employment, and Residence

1. Access the Verification Tab

To verify the customer employment, residence, and

reference information:
Click the Verification tab. All the
information added in the Empl/Property and
References tabs appears on this screen in the
appropriate sections.
Click the Select link next to the item needing
verification.

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 SIMS User Guide Customer

Verify Customer References, Employment, and Residence (continue)

2. Verify Employment

The first section to verify is the customers

employment. When calling the customers
workplace, use the information on the Employment
Verification window to confirm the customers
information.
Read each Question.
Click the radio button in the Confirm column
when the information is verified.
Note the person from the company who
verified the information in the text box to the
right of the Supervisors Name.
Select the Yes or No radio button to match the
response given for the questions about
dependability and whether a message can be
left.
Add comments in the Comments box. This is
a required step.
Set the status to Verify.

After all the information has been verified and

confirmed, Click the button.

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 SIMS User Guide Customer

Verify Customer References, Employment, and Residence (continue)

3. Verify Residence

The second section to verify is the customers

residence.
Read each Question.
Click the radio button in the Confirm column
when the information is verified.
Select the Yes or No radio button to match the
response given for the questions about
dependability and whether a message can be
left.
Add comments in the Comments box. This is
a required step.
Set the status to Verify.

After all the information has been verified and

confirmed, Click the button.

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 SIMS User Guide Customer

Verify Customer References, Employment, and Residence (continue)

4. Verify References

The last section to verify is the customers references.

Read each Question.
Click the radio button in the Confirm column
when the information is verified.
Enter how often the customer sees the
reference.
Enter the circumstances under which the
customer sees the reference.
Select the Yes or No radio button to match the
response given for the questions about
dependability and whether a message can be
left.
Add comments in the Comments box. This is
a required step.
Set the status to Verify.

After all the information has been verified and

confirmed, click the button to move
on to the next reference until all references have been
verified.

Click the button to return to the main

Verification screen.

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 SIMS User Guide Customer

Verify Customer References, Employment, and Residence (continue)

5. Complete Verification

After completing all the necessary verification for the

customer employment, residence, and reference
information:

Click the button to save the

information.

Click the button to

complete the verification process.

A 2nd Factor Reauthentication box will appear.

The coworker should enter their 4 digit PIN

into the PIN field.

Click the button to submit the

reauthentication and complete the verification
process.
Clicking Continue will bring up the Customer

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 SIMS User Guide Customer

Information tab. To return to the Home screen, click

the Exit button.

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 SIMS User Guide Customer

Assign Route to Customer Record

1. Access the Customer Function

To assign or change a route on the customers record,

first locate the record within SIMS.

Click the button

in the Quick Access menu.

Click the button.

OR
Press the F2 key.

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 SIMS User Guide Customer

Assign Route to Customer Record (continued)

2. Search for your customer

Enter the customer information in the Search

Criteria fields.

Click the button.

In the Search Results area, click the Select
link in the row containing your customers
information.

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 SIMS User Guide Customer

Assign Route to Customer Record (continued)

3. Assign the Route

From the Route Drop-down Menu

at the bottom of the customer editor screen, select the
appropriate route number.

Click the button to save the

changes.

Click the button to return to the

Home screen.

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 SIMS User Guide Customer

Assign Customer Alerts

1. Locate the Customer Record

To assign or change a route on the customers record,

first locate the record within SIMS.
Access the Customer function.
Search for the customer record.

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 SIMS User Guide Customer

Assign Customer Alerts (continued)

2. Assign Alert

From the Customer Editor screen:

Click the button.

Check the box of the alert to add to the
customers record, or choose Other and type
in a customer alert.

Click Save to add the alert to the customers

account and return to the Customer Editor
screen.

Click the button to save the

changes.

Click the button to return to the

Home screen.

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 SIMS User Guide Customer

Assign Bankruptcy Flag THIS IS NOT A STORE FACING FUNCTION. FSC/DM ONLY

1. Locate the Customer Record

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 SIMS User Guide Customer

Assign Bankruptcy Flag

2. Assign Legal Hold and Bankruptcy Reason

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 SIMS User Guide Customer

Change Customer to Tax Exempt

1. Access the Customer Function

To assign or change a customers tax exempt status

within SIMS.
Access the Customer function.
Search for the customer record.

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 SIMS User Guide Customer

Change Customer to Tax Exempt (continued)

2. Print Tax Exempt Form

Click the Tax Exempt tab.

Click the Print Fax Cover Sheet button and

fax all needed documents to the FSC for
verification.

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 SIMS User Guide Customer

Change Customer to Tax Exempt (continued) THIS IS AN FSC FUNCTION

3. Verify and Add Details

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 SIMS User Guide Customer

Transfer Customer Agreement

1. Access the Customer Function

To assign or change a route on the customers record,

first locate the record within SIMS.
Access the Customer function.
Search for the customer record.

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 SIMS User Guide Customer

Transfer Customer Agreement (continued)

2. Transfer Agreement

(REVIEWER NOTE: Button appears to do

nothing.)

Click the button.

Click the button to save the

changes.

Click the button to return to

the Home screen.

Dawn we need to see more SIMS functionality to

provide better Ops feedback

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 SIMS User Guide Customer

Edit Existing Customer Record

1. Locate the Customer Record

To assign or change a route on the customers record,

first locate the record within SIMS.
Access the Customer function.
Search for the customer record.

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 SIMS User Guide Customer

Edit Existing Customer Record (continued)

2. Edit Customer Record

To edit information on the Customer Editor Screen,

click the next to the line you wish to edit.
Complete the prompts in the pop-up
windows when they appear.
Click Save on the prompt to return to the
Customer Editor screen.

Click the button on the

Customer Editor screen to save the changes.

Click the button to return to

the Home screen.

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