- [Male] We've added a company with multiple locations,
who's already a customer.
Let's do one for a lead at a single location.
So let's add a little to our story here.
Huli Pizza decides to test franchise stores in California.
Nova plans, the California trip,
and can't resist surfing Rincon Point while there,
since she hasn't hit a good way,
since she moved to Chicago from Honolulu.
While surfing, she meets Sara Amanu,
and her friends, who want to open a
pizza restaurant in Carpinteria, California.
Sara decides to become Huli Pizza's first franchisee.
Part of the franchise deal is for consistency.
They will buy their tablets from a source,
specified by Huli Pizza Company, namely OEC computers.
Sara's store will become a lead BP for OEC,
and we're going to enter her into the system.
Novas told OEC, so they're ready to add the lead,
which is a potential customer.
So I'm going to start a new customer and I,
what I'm going to do here is,
I'd go over to the add button here,
and I'll click the add button,
and that gives me a blank business partner.
Now I'm not going to do anything with UDS for these guys.
So I'm going to hit the X here, and just get rid of it,
and I'm also going to expand the business partner,
so we can see things nice and easily.
And I'm going to start with new business partner code.
Now you can do several things with this code,
and particularly for something
that's going to be a franchisee.
You could just give it any unique code, but for a franchise,
there is a couple fancier things you can mess around with.
So I'm going to use Huli Pizza's codes.
So that's C314159,
and I'm then going to add a -001,
so that I can sort these by Huli Pizza,
and sort of group them together
by their first seven digits, when I'm looking at reports,
but I can actually keep track of my franchises,
with the -001.
It's one way of doing it.
It's not the only way,
but it makes for grouping things quite easy.
And then underneath that,
we'll go ahead and put in Huli Pizza Company, Carpinteria.
There's no foreign name.
The group, as we had before will be customers,
and yes to the price list and stuff.
Currency is US dollar.
Federal tax ID, I'm not going to worry about it
in this case, there should be one,
but I'm not going to worry about it here.
Let's put in a telephone number,
and let's put an email, in case we need it.
And I'm going to go ahead and set the shipping type.
Again, we'll use UPS Ground.
We can pick an industry again, of food service,
and the business type partner type is going to be again,
a company.
All right, next,
we can go over to the contact persons,
and I'll do what I did earlier, is to find a new one.
And I'll add, Sara in there,
and I'll give her a position of Chef/GM,
and that looks pretty good.
I can leave the rest of this alone.
I already have the default set,
so I don't have to worry about that.
And now I can go over here to addresses,
and set the bill to.
Okay again, I can come over here to define new,
and I'll add all this to the bill to again,
and then under that,
let's move the mouse all the way so we can see this.
I'll just put Huli Pizza Company
and I'll give it a street of 346 Linden Avenue,
and that's in Carpinteria.
Zip code is 93013, and the state is California.
All right, all right,
I just did CA for that and I popped it right up.
Okay, so I have this,
I don't need to do anything special here for a ship to,
it's going to go the exact same place.
So again, I'm going to go over here
to where it says Huli Pizza Company on the bill to,
click that, the button shows up,
and I can copy it into ship to.
The next thing you go to payment terms,
and they're going to, again,
same payment terms for the moment, price list.
We're going to change this to the regular sales price,
and they get their 10% discounts.
Okay, everything else we're going to leave alone.
So I can go to the bottom here,
click add, and we'll see the record add.
And there it is created successfully.
Now I'm going to go to the top again,
this time I'll hit the binoculars.
If I typed C314, and now hit return,
you'll see we get both of these companies,
one with the pizza company,
and one pizza company Carpinteria,
with the extra BP code.
I'm going to go ahead and select the Carpinteria one,
and make one more change that we didn't do yet,
and that's up here, customer,
I'm going to change this to a lead.
Now, a lead is the exact same information.
We didn't change anything here.
The only difference is this type,
and how other modules handle that type.
You can't make a sales order from a lead, for example.
You have to first convert it to a customer.
Lead types however,
will help you filter potential customers,
from your current customers,
when you're doing reports and the like.
So leads are a really important thing.
They also keep garbage customers
that don't have any sales whatsoever,
out of your customer lists as well.
So that's a good thing to do is to use leads,
to help trim down your actual customer list.