Add a customer

When to use it

Use this guide when you need to add a customer.

Before you start

• Open Customers from the module menu. Your account must have access to this screen and permission for the action you want to complete.
• Have the business details, contact details, and agreed billing terms ready.

What this changes

A customer profile is created for use in orders and billing.

Customer and address details are used for orders and customer access. Sending an invitation contacts the selected recipient.

Steps

1. Open Sales → Customers and select Add Customer.
2. Enter the business name, category, customer group, allowed payment types, primary contact, and owners as requested.
3. Use Continue to work through the creation steps. Complete contact, billing, delivery address, and user information as needed.
4. Select Finish and check the saved customer profile.

Screenshot to add: Customers: add a customer. Capture filename: images/add-a-customer.png.

Restrictions

Some creation steps save information before the last step. If interrupted, check for the customer in the list before starting again.

If something went wrong

Customer setup saves in stages. After an interrupted or unclear save, find the business in Customers before starting another setup.

For saved incorrect details, follow Update a customer profile. Check delivery addresses and invited users separately through their existing tabs; completing a later setup step does not correct an earlier saved section. Give Sales and the administrator any duplicate/customer identity issue before removing a record.

Check the correction

Check the saved business, contacts, billing, addresses and users on the intended customer. Confirm staff will use one reviewed record for its orders.

Related guides

• Module overview
• Update a customer profile
• Manage customer delivery addresses
• Invite or re-invite a customer user
• Check or remove a customer record