How to Create a Customer [Step-by-step guide]

Modified on Wed, 20 Apr 2022 at 05:38 PM

You can add Customers as you create or handle Sales Orders.

This article describes the steps and fields involved in the process.

NOTE: Make sure that you are operating at the right Vendor/Warehouse beforehand.

To create a Customer you will have to:

1. Within the Sales Orders workflow, click the Add button in the Customer field

2. Click Create to deploy the fields for creation

  • Contact & Company name: Customer and Company names
  • Ship To: Ship To address, deploys additional fields to complete

  • Use Ship To Address: Assigns the Ship-To address as the Bill-To address, and removes the Bill-To option
  • Bill to: Bill To address, deploys additional fields to complete

  • Phone & E-mail: Defines contact information

3. Press Save to apply the changes

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