How to create a Customer

How to create a Customer

This article will detail how to create a Customer within EMDECS. There are multiple screens that have the ability to create a new Customer, sometimes referred to as Owner, so that it can be done on the fly. 


Administration-> Customer

This is the main screen to view customers from - it will automatically include any inactive Customers as well. 





Click on +Add Customer to start. The system denotes any required information with an asterisk. In this case, only a Code, Description, and the Country are required. 



Once this information is filled in, click OK. You can fill in the rest of the information at any point. 

Customer Codes must be Unique and can not exceed 12 alphanumeric characters.





Once created, you can click on the Name displayed in your Customer list to add more information, set specific contract rates or taxes, and even enter contact information to email your customers when invoicing. 









Other pages where Customers can be created


Fleet-> Unit Master-> +New Unit-> +New Owner








Service-> Service Board-> +Check In -> +New Unit -> +New Owner








Service-> Complete RO-> +New RO -> +New Unit -> +New Owner









Parts-> Counter Sale Manager-> +Add New Counter Sale -> +New




    • Related Articles

    • How to create a Vendor

      This article will detail how to create a Vendor within EMDECS. There are multiple screens that have the ability to create a new Customer, sometimes referred to as Owner, so that it can be done on the fly. Administration-> Vendors This is the main ...

    • Customer Access Portal - Customer Side

      Customer Access Portal - Customer Side Introduction This User Guide covers the Customer Access Portal from the customer use side. The Customer Access Portal allows users to: Submit and Dispute Booking Requests Approve/Dispute Estimates ...

    • Create Counter Sales (Video)

      Introduction Counter sales are used to sell parts to your customers outside of a repair order. This article and video provide a walkthrough for how to create a new counter sale in EMDECS. Video Walkthrough Click on the square at the bottom right-hand ...

    • DOTRHX Customer Service Contact

      DOTRHX has recently been acquired by BrightOrder. Click here to read our press release. Chris Mitchell is continuing in his support role at BrightOrder. DOTRHX customers can continue to reach customer service by calling 1-800-888-1649 or by sending ...

    • Create a New Part

      This article will provide an overview of creating a new part in EMDECS. Video Walkthrough Create a New Part in the Part Master 1. Open the Parts menu and click on Part Master. 2. To create a new part, click on the + New Part button in the top right ...