Create a customer
These steps show you how to add a new customer. The customer is the top level in the structure; below it you later build regions, districts, and locations. For the Admin or Office role.
Before you start
Section titled “Before you start”- The Admin or Office role.
- Choose Customers in the sidebar, then New.
- Under General, enter the Name and choose the Type — Organisation or Individual. Where known, fill in Phone and Email.
- Optionally fill in the Visit address and the Financial details, such as Debtor number.
- Choose Save.
Result
Section titled “Result”The customer appears in the Customers list. Open the customer to add locations and contacts to it.