Every CoreBridge system includes a default Walk-In Customer profile, designed for quick transactions when you don’t need to create a new account or track detailed order history. Unlike standard Customer records, the Walk-In Customer profile is fixed and does not allow editing of Contacts, Addresses, or other details, making it a simple option for fast Order entry.
Note: This Customer can be inactivated, but cannot be deleted or merged into another Customer.
Table of Contents
Viewing Walk-In Customer Record
Navigate to Sales Module / Customers / Search.
1. Type Walk into the company name field.
2. Click Search.
3. Select your Walk-In Customer.
a. History tab - Search Orders, Estimates, Payments & Account activity.
b. Analytics tab - Review your Average Order Amount & Total Sales for this Customer account.
Note: The Analytics tab is package specific. If you do not see this in your system and would like to discuss package options, please contact sales@corebridge.net. For franchise systems, reach out to your corporate offices.
Using Walk-In Customer for Estimates and Orders
Navigate to Sales Module / Estimates or Orders and select Create New.
1. Enter your Walk-in Customer in the Customer field.
2. Enter an Estimate or Order Description.
3. Enter in the First and Last Name of the Contact.
Note: These are required fields.
Note: If the customer plans to place future orders, it’s best to create a new Customer record.
4. Select the Salesperson, Sales Center, and Tax Group for the Order.
5. Click Next Step.
Note: Proceed with the remainder of your Estimate / Order entry process as usual. For more information, please see Basics of Order Entry.
