To add a customer perform the following steps:
1. Click Masters -> Customers
The customer's page opens with the existing list of active customers.
2. To the top right, click on the + New Customer button.
The New Customer Form opens with all the fields that a customer needs for the service. The only mandatory field is the customer Name.
The Currency for the customer can be chosen from the pre-created list of currencies in the drop-down list.
If the expected currency is not found in the drop-down, you can create it by following the steps here. Once the currency is added, it will be displayed in the New Customer Form, currency drop-down list. You can then choose the appropriate currency for the customer.
The payment terms for the customer can be chosen by selecting the value from the drop-down list.
If the expected payment term is not found, you can create it by following the steps here.
Once added, the new payment term will be shown in the drop-down list. You can then choose the appropriate payment term for the customer.
Add the primary and secondary contact details in the appropriate fields. They can be further edited by updating the customer after creation.
To assign the customer an address, select address type from the drop-down list and complete the form.
Note: The customer can be assigned multiple addresses like mailing address, billing address, shipping address, site address, and other addresses, by editing the particular customer after the creation.
Add the other relevant fields in the New Customer Form.
3. Click the Save button to save the customer details.
Note: By default, the customer's status is made Active.
On submission, the details of the added customer are shown on the overview page.
You can now view the added customer in the customer list.
- Update customer details
- Import multiple customers
- Add new payment term