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

Modified on Wed, 03 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







Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article