What is this?

This page manages all new customer credit applications submitted through the /onboarding public form. Each row is a company that wants to set up a trade account with Canwil Textiles.

The Workflow

• New — just submitted, not yet reviewed.
• Pending — trade references contacted, waiting for responses (Net 30) or CC form returned (Credit Card).
• Approved — account is active. Customer receives an approval email automatically.
• Denied — application not approved.

Email Actions (expand a row to see them)

• 📧 Wire Instructions — Sends full Pinnacle Bank wire details to the customer.
• 📧 Send CC Auth Form — Emails customer a request to return the credit card authorization form. CCs accounting@ and jaya@.
• 📧 Send Ref Request — Emails each trade reference individually with a web form link + PDF attachment. References submit online or email back. CCs accounting@.
• ✓ Approve Customer — Sets status to approved, sends approval email to customer, CCs sales@ and jaya@.

Fishbowl ID

Once a customer is set up in Fishbowl, enter their Fishbowl customer ID here to link the records. This helps trace orders back to Fishbowl.

🐟 Fishbowl Export Fields (Onboarding Tab)

When a new customer submits the onboarding form, expand their row and click the 🐟 Fishbowl Export Fields bar. Fill in the fields Fishbowl needs before pushing:

• Salesman — pulls live from Fishbowl users. Select the rep who owns this account.
• Payment Terms — override the payment terms if needed (Net 30, Credit Card, COD etc). Auto-fills from what the customer selected on the form.
• Credit Limit ($) — set their credit limit once approved.
• Customer Group — optional group name (e.g. TruSim, Wholesale).
• Classification — VIP, AAA, AA, or A. Matches Fishbowl's classification field exactly.
• Carrier / Shipping Terms — how their orders ship. Pulls live from Fishbowl.
• Alert Notes — shown to your team before processing any order for this customer. Use for special instructions like "Ship PPD&ADD" or "Notify rep before shipping".

Click 💾 Save Fields to save, then either:

• ⬇️ Download Fishbowl CSV — downloads a ready-to-import 43-column CSV. Import in Fishbowl under Customer → Import.

🐟 Fishbowl Customers Tab

The Fishbowl filter tab shows all existing customers pulled directly from Fishbowl. Expand any customer to:

• Edit fields — classification, salesman, credit limit, payment terms, carrier, shipping terms, notes, tax exempt status.
• 💾 Save to Fishbowl — pushes your changes directly to Fishbowl in real time via the API. Updates take effect immediately in Fishbowl.
• Audit Log — shows a compact history of every change made, who made it, and when. Only changed fields are recorded.
• Memos — internal Fishbowl memos attached to the customer.

Important: All dropdowns (Salesman, Payment Terms, Carrier, Shipping Terms) pull live from your Fishbowl system — the options always match exactly what's in Fishbowl.