In Quality Planner, go to the Tools in the top menu bar and select Customer Pool. The Customer pool will display. Select Add. Unlike the user add screens in Desktop, when adding a customer in this pool, you do NOT want to click the OK button at the bottom until you have added all of the information you need in all of the tabs.
There are four tabs – customer Entry, Buyers, Representatives, and Part Numbers. Go through each tab and fill out the information. For the Buyers tab, click Add to add a buyer to the list. If this customer has more than one buyer, you can add them all to this list. For the Representatives tab, click Add to add a representative to the list. This list can also hold the names of more than one representative. On the Part Numbers tab, click Add to add a customer part number to the list. When everything is filled out, select OK to finish adding this new customer. Then select OK to save the changes and exit out of the Customer Pool.
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