Customer Creation

SMS  Customer  Search

Creating Your Customer

Nice job! You’ve just landed a new account, but now what? Now is the time to add the
customer, lets begin.

1
Start at the Star
To create a new account, click the star in the upper-right of the screen, then choose
Create Customer.
2
Enter Information
Enter in all known information for this customer. You will not be able to save this customer
until Company, Address 1, City, Zip Code, First Name, Last Name, Job Title, Customer Type,
Expected Spend, and Billing Email are all populated

Note Once Billing Type is selected and saved,

it cannot be changed. Make sure you have
selected the correct options before saving.

3
Save
Finish by saving the customer you
have just created.

AUTHOR Erin Ploeger FSB Quick Reference Guide

LAST REVISED 1.1.2017
INTERNAL USE ONLY
1
 Customer Creation
SMS  Customer  Search

Finding Your Customer

Need to review or modify an existing customer’s information? Use the search bar to pull up
their account.

Newly Created Customers

Search Bar
Begin with the search bar dropdown set to Customer, then
enter any search term, such as customer name, account
number, phone number, city, address, etc. If multiple accounts
pull up, there will be an option to filter by different topics.
Use this search field if a customer was created less than
24 hours ago on SMS. Customers will appear in the
standard search after an overnight refresh. Customers
created on StoreSolutions will also appear after the
overnight refresh.

Different Ways to Search

In the search above you entered "BOB" because you were looking for Bobby
Lashley Corporation. You could pull up this same account by a part of their
address (601, Woodstock), or just a part of their name (Lashley). If other
accounts also include these search terms, you'll be able to use the filter bar on
the left to narrow down your search. In this example, selecting Woodstock
under Billing City would help you narrow down your search.

AUTHOR Erin Ploeger FSB Quick Reference Guide

LAST REVISED 1.1.2017
INTERNAL USE ONLY
2
 Profile Dashboard
SMS  Customer  Profile

Customer Profile
This is the first screen you will see when you bring up a customer account. It gives you a
quick preview of all of the information associated with the account and provides links to
additional information.

Actions Click to
create a new quote, add Billing and Shipping
a comment, lock or Financial Information View
Review default billing and shipping Open Balances and Invoice Payment
deactivate a customer.
addresses, as well as the contacts History here. Click the Balance links to
associated with this account. navigate to further details.

$0,000
$0 $0
$0 $0,000
$0

($0,000.00)
($0,000.00)
($0,000.00)

Sales Info Provides a snapshot Pending Activities Provides BOB Activities Provides
of the customer’s relationship with links to open quotes, orders, and visibility to whom the account is
Fastenal. The link opens an industry recent invoices for the account. assigned, schedule frequency, and
specific “How to Sell” guide. latest interactions with this customer.

Graphs Hover over each dot to reveal dollar amounts or margin. Click on Last Year or Current Year to toggle between
lines. Please Note: You will only have visibility to the Margin Current vs. Last graph for customers owned by your store.

Sales Month: 3
Last Year Freight Sales: $364

AUTHOR Erin Ploeger FSB Quick Reference Guide

LAST REVISED 1.1.2017 3
INTERNAL USE ONLY
 Address Book and Contact
SMS  Customer  Address Book / Contact

Exploring the Address Book

Access this screen to modify customer addresses, locations and associated contacts.

Search
When a customer has a long list of locations and
addresses, instead of scrolling, use the search
function to narrow down the list.

Default Label
This label shows which address will be used by
default when creating a quote or appointment for
a customer.

Address
Click the address to see all of its associated locations.

Add
Click + to add a new location to the selected address

What’s in a Name?
When creating new addresses, locations, and devices, what
you choose to name them is incredibly important. Your
customer will be able to see devices and locations associated
with their account when logged into Fastenal.com, so the
names must not only be appropriate, but also easily
identifiable to the customer. Consult with your customer to
determine names that makes sense to you both.

This location has This location has

bin stock vending

AUTHOR Erin Ploeger

LAST REVISED 1.1.17 FSB Quick Reference Guide 4
INTERNAL USE ONLY
 Address Book and Contacts
SMS  Customer  Search  Address Book / Contact

Devices
When you expand an address, you can view the associated
locations. Any devices associated with that location will appear
in the Device tab. Here you can move bin stock and vending
devices between customer locations.

Relocate your Devices

Select one or more devices and click the “Move” button to
assign the device(s) to a different location

Exploring Contacts
Access this screen to manage your customer contact information.

Name Search
When there are a lot of contacts associated with
an account, use the search bar to quickly pull up
the contact you need.

Contacts
Select a name to bring up their contact information
and the list of any addresses they’re linked to.

Add Button
Click to create an additional contact for the customer. Job Title,
First Name, and Last Name are all required to create a contact.
When possible, a phone number or email are recommended to
make it easy to get in touch with this person in the future.

Link / Unlink
This icon will display when contact is linked to an address. Click the icon
to unlink a contact if that person is no longer associated with that
address. Not all contacts are tied to a particular address, but they may
still need to be visible to the store because they are important to
purchasing or other aspects of the customer’s business.

AUTHOR Erin Ploeger

LAST REVISED 1.1.17 FSB Quick Reference Guide 5
INTERNAL USE ONLY
 Account Settings
SMS  Customer  Settings

Setting up for Success

Save yourself time by setting customer defaults and preferences for easier quoting and
invoicing.

Customer Settings
Manage your customer’s eQuote delivery type and freight calculation preferences here.

Delivery Type You have the option to send

eQuotes via email or through Fastenal.com based
on customer preference.

Freight Choose a freight model for locally owned

customers. Charge freight based off of the weight of
the product and selected carrier code, or choose to
charge a straight percentage based on the subtotal
of the Quote or Invoice.

Billing Settings
Establishing these defaults will make invoices take less time, and minimize the risk for errors or missing information.

Cash Only Customers that will only be paying in cash

Auto Stop Bill Automatically checks the stop bill indicator on the invoice header, a copy will not be sent from corporate
Electronic Invoice Invoice will be sent electronically to the customer
Bin Location Required Prompted on the quote and invoice if a line item doesn’t have a bin location
Job Required Prompted at the time of saving the quote or invoice if it doesn't have a job number
PO Required Prompted at the time of saving the quote and invoice if it doesn’t have a PO number
PO Line # Required Prompted on the quote and invoice if a line item doesn’t have a PO line number

AUTHOR Erin Ploeger

LAST REVISED 1.1.2017 FSB Quick Reference Guide 6
INTERNAL USE ONLY
 Account Settings
SMS  Customer  Settings

Setting up for Success

Save yourself time by setting customer defaults and preferences for easier quoting and
invoicing.

Job / PO
Click to add a Job or PO. You can create multiple Jobs and POs, then set one of each as the default to appear on
quotes and invoices.

Tax Exempt Customers

Tax exemptions can be managed at the customer, part and category level. While you can set a tax exemption status
at the Job or PO level for temporary / one-time use, customers with a tax exemption certificate should be managed
within the Tax Exempt Customer section below. SMS provides the option for you to upload certificates via the Tax
Certificates tab vs. faxing the certificate to the tax department. Using this option provides visibility to the status of
your certificate as well as a certificate number.

AUTHOR Erin Ploeger

LAST REVISED 1.1.2017 FSB Quick Reference Guide 7
INTERNAL USE ONLY
 Contract and Xrefs
SMS  Customer  Contract / Xrefs

Exploring the Contract and Xref Sections

Setting discounts, contract pricing, and part number cross-references will streamline the
quoting process, and ensure consistent pricing and cross-referencing for your customer.
Contract Reference any discount pricing and contract information for this customer's account.

Category Discounts Part Discounts

View discounts and sales history on product View part specific pricing (sales and margin history). Corporately
categories. Expand to view details at the category controlled part level prices will not appear. The pricing will come up
level two and attribute level. within the quote but cannot be viewed in mass.

Contract Summary
View pricing and corporate
contract details here. Pricing
information is visible within SMS
for your convenience, but must
be managed within
StoreSolutions.

Xref Click Xref section to access all existing cross references from one source.
Add
Enter a part number and check the
product preview to verify that you are
cross-referencing the correct part.

Delete All
Delete all recorded customer parts if doing
a massive cleanup or starting fresh with
an account.

Copy To
Copy cross-references in scenarios where
multiple account numbers exist for the
same customer. Be sure to select the
correct Transfer Method, so you don't
Import modify pre-existing cross-references for
If a customer gives you a list of parts, selected accounts if not intended.
use the Excel template provided to
upload all the part numbers at once.

AUTHOR Erin Ploeger

LAST REVISED 1.1.2017 FSB Quick Reference Guide 8
INTERNAL USE ONLY