How to create a Customer previous to Sales Order management [Step-by-Step guide]

Modified on Wed, 3 Aug, 2022 at 10:45 AM

At the time of managing Sales Orders, you might need to assign or configure a Customer.

These can be created and configured as you create or manage a Sales Order, but could also be created pre-emptively if needed and if your user has the right set of permissions.


This article describes how to create a Customer previous to Sales Order management.

If you'd like to know how to do it from a Sales Order itself, please review the steps here: How to Create a Customer [Step-by-step guide]


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



To create a Customer you will have to:


1. Click Customers on the menu bar


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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