Navigating the Customers Menu

The Customers Menu (accessible from the top of the menu bar on the left side of the screen) provides comprehensive details about your customers' integrations and transactions. This section helps you track customer-specific data and manage their EDI integrations.

Key Information Displayed

Within the Customers Menu, you’ll find the following details for each customer:

Account Identifier/Number – The unique account number or identifier for each customer which can be added/updated as new customers come online.
Number and Value of Orders – Tracks the total orders placed through Kojo by this customer to your company.
Transaction Integration Status – This shows the current status of the customer’s integration.
Additional customer-specific options, are accessible through a drop-down menu to the right of the customer data.

Customer Visibility in the Portal

Customers appear in this menu after they have:

Completed their onboarding process with Kojo.
Placed their first order to your company through Kojo.

Transaction Statuses

For each customer, transactions can have one of the following statuses:

Not Requested

The customer has not yet initiated an integration request through their Kojo account.
Requested
- The customer has completed their onboarding and placed an order with your company.
- They have submitted a formal request for integration, including selecting their salesperson and specifying the transactions they wish to integrate.
- This request is sent to Kojo, the vendor sales contact chosen by the customer, and any users listed as “Digital Administrators” in your Vendor Integration Portal.
Active

The integration is fully activated by you and Kojo, enabling transactions to flow between Kojo and your ERP system.

Options Drop-Down Menu

Each customer entry includes an Options drop-down menu, providing the following tools:

Add Customer Account#
- Add or update the customer’s account number or identifier used in the integration.
Configure Inventory Availability
- Manage which inventory locations or branches are visible to the customer.
- [More details on configuring inventory availability here].
Download Ship-To Locations
- Download a list of all shipping locations associated with the customer in Kojo.
- Each entry includes unique database identifiers for easy reference.
Copy Price List Email
- Retrieve the email address specific to the customer for sending pricing files.
- [More details on managing price files here].

By using the Customers Menu, you can effectively monitor and manage customer integrations, ensuring seamless transactions and tailored access to your services. For additional details about inventory and price file management, refer to the linked guides.