Customer Directory - Xometry's Manufacturing Community
<main> <article class="userContent"> <p>Customer Directory allows shop owners to create and manage customer information. This feature is for In-House shop use, your customer information will not be used by Xometry and is protected under<a href="https://www.xometry.com/legal/" rel="nofollow noreferrer ugc"> <em>Xometry Terms and Conditions</em></a>.</p><h2 data-id="about-customer-directory">About Customer Directory</h2><p>With Customer Directory, manage all customer information on a single page (contact information, notes, documents) and associate your In-house Jobs to a Customer. This allows you to organize your Jobs, filter your Jobs by Customer, and auto-fill Customer Information for easier Job entry, and for Job Summary/Traveler pdf generation. As we continue to release features around Billing and Shipping, this directory will prove even more useful.</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6032202/uploads/XJP1LSQK4XAJ/screen-shot-2023-02-13-at-10-30-31-am-281-29.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6032202/uploads/XJP1LSQK4XAJ/screen-shot-2023-02-13-at-10-30-31-am-281-29.png" alt="Screen Shot 2023-02-13 at 10.30.31 AM (1).png" height="1696" width="2614" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <h2></h2><h2 data-id="creating-a-customer">Creating a Customer</h2><p>From the Customer Directory tab, you can click ‘Create Customer’. The only required field for adding a Customer is the unique Customer Name, but you have the option to store contact information, addresses, notes, and media.</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6032202/uploads/UYRNV4BHR86Y/displayname.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6032202/uploads/UYRNV4BHR86Y/displayname.png" alt="displayname.png" height="824" width="2336" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p><br></p><h2 data-id="customer-overview">Customer Overview</h2><p>From the Customer Overview, you can view and edit all customer data as well as see all Jobs associated to the Customer. </p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6032202/uploads/K3OIJ0563WFE/image-20230213-184534-281-29.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6032202/uploads/K3OIJ0563WFE/image-20230213-184534-281-29.png" alt="image-20230213-184534 (1).png" height="1720" width="2594" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p><br></p><h2 data-id="adding-a-job-to-a-customer">Adding a Job to a Customer</h2><p>You can create a Job from within a Customer which automatically associates the Job to the Customer or add a Customer during normal Job entry. </p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6032202/uploads/5D2OP2K9EBBC/creat2.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6032202/uploads/5D2OP2K9EBBC/creat2.png" alt="creat2.png" height="706" width="2180" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p> During Job entry, if the desired Customer doesn’t exist, you can create it for future use.<em> </em></p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6032202/uploads/4FZPY68H6VFQ/notecxist.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6032202/uploads/4FZPY68H6VFQ/notecxist.png" alt="notecxist.png" height="700" width="2172" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p><em>Please note, if you do not wish to store your customer to the directory, you can simply</em> manual type the Customer Name and address as a one-off for the Job.</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6032202/uploads/J2V5HF5R78ZH/screen-shot-2023-02-13-at-11-04-42-am-281-29.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6032202/uploads/J2V5HF5R78ZH/screen-shot-2023-02-13-at-11-04-42-am-281-29.png" alt="Screen Shot 2023-02-13 at 11.04.42 AM (1).png" height="184" width="766" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p><br></p><h2 data-id="filtering-by-customer">Filtering by Customer</h2><p>You can add a Customer Name column to the Job table and filter for Jobs by Customer Name as well.</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6032202/uploads/BF135J1M0ZYE/filtering.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6032202/uploads/BF135J1M0ZYE/filtering.png" alt="filtering.png" height="1482" width="2474" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p></p><p><br></p><p> </p><p> </p> </article> </main>