Add A Store

The following steps explain how to add a new store in Carter.

1. Login to Carter using your login credentials.

   

   
   

2. Navigate to the Stores tab.

   

   
   

3. Click on the +New Store button.

   

   
   

4. On the Info tab, fill in information for all fields including retailer, store number, store name, pricing level, NAI region, NAI district, street address, country, state, city, zip code, and main phone number. When complete click Save & Continue.

   

   
   

5. On the Store Contacts tab, add the store contact's information including last name, first name, title, phone number, and email address. Indicate if this individual is the main contact for the store by clicking on the checkbox. Then click Save.

   

   
   

6. Navigate to the Billing Info tab and add a billing contact for the new store. If the billing address is different than the store address click on the check box and fill in the billing address. Then click Save & Continue.

   

   
   

7. On the NAI Resources tab, assign a Senior Account Manager, an Account Manager, and a District Manager to the new store. Then click Save & Continue.

   

   
   

8. On the Notes tab, add any notes pertaining to the new store. Type the note and click on the blue arrow icon to attach. When finished click Close.

   

   
   
9. The new store will now be accessible to create orders.

Still have questions? Contact Carter Customer Support at support@cartercrm.com for further assistance.