Creating a New Customer
**Note that this is for main companies and not branches. For branches, refer to step 5 - Adding an Address.
3. Select the customer in the customer list
4. Scroll down to ‘Address and Contact’
5. Add an Address by clicking on ‘New Address’ . Enter the following information:
*Required fields
Click on ‘Save’ to save your changes.
6. Add a Contact by clicking on ‘New Contact’ . Enter the following information:
*Required fields
Click on ‘Save’ to save your changes.
7. Scroll down to ‘Credit Limit and Payment Terms’
8. Enter the Credit Limit amount
9. Select the Payment Terms template. If Payment Term is not listed in the dropdown, click on ‘Create a new Payment Terms Template’.
9.1 To create a new payment term template, Enter the following information:
* Required fields
Click on ‘Save’ to save your changes.
10. Click on ‘Save’ to save your changes for Credit Limit & Payment Terms.
11. Scroll down to ‘Sales Partner and Commission’
12. Enter the following information:
12.1 Sales Partner - Select sales partner from the dropdown.
Click on ‘Save to save your changes for ‘Sales Partner and Commission’
View a Customer
1. In the customer list, search for the customer by entering the customer’s name in the ID search field and click Enter.
Search results will be shown on the list. Click on the customer name to view the full details.
2. Alternatively, you can also search for a customer via the Search Bar
Edit a Customer