Can Reps Add New Customers?

Yes! Customers are also called "Sites" in Jellyfish. To add a new site, follow the below process. 

From your Main Menu, look for "Sites".

NOTE: If you do not have anything listed under sites, contact your supervisor. Your employee account needs to be added to any sites you handle orders for. Reps should NOT add sites that already exist in the Supplier Account. 

Here you can click on any site names listed to view the site details and view the "Order Guide". 

To add a new site, click the blue + at the top right. 

Enter in the customer details. The email address entered on this page will trigger an automated email from Jellyfish asking the customer to sign up for a Retail Account. Once they have a Jellyfish account, your request will be found in their Main Menu under "Supplier Invites".