Create a new customer

In this article, you will learn how to create a new customer.

Why you will need this:

Adding your customer information allows you to create sales orders for them.

Step 1: Go to the customer section

To add a new customer, you have two (2) different options.

Option #1: Do it from the “Settings” module.
Click on the “Settings” module on the left banner, last module.
Go to the “Customers” section

Option #2: Do it from the “Sales” module.
Click on the “Sales” module on the left banner, the sixth module.
Click “Customers”

Step 2: Create a new customer
Click “+ New Customer”

Fill out the form to add the new customer information
Specify the code: your internal identifier for the customer
Enter the name of your customer
Add their email address
Add the name of the contact
Click “Create and Close” if you have created all your customers or “Create and New” if you want to add more customers.

Additional Options:

Click the “Tag” button to add a tag to your supplier (a Tag is a way to group your suppliers with an identifier).