Create Customer Manually

• Select Customers from the  menu

• Select Create on the top right corner

• Select company check box to make your customer a company

(The system will be default create the customer as an Individual if the box is left blank )

(This can be edited by checking the box to convert to “ My customer is a company”)

• Fill in the Customer Code if you want your own code otherwise leave it blank for the system to auto generate codes per customer

• Complete the following fields:

• Fill in the Customer/Company Name
• Fill in the customer contact’s First Name
• Fill in the customer contact’s Last Name
• Fill in the customer’s email address or mobile number or both if you have them , at least one of them is required

• You are able to  add a location click Add location and complete the following fields

• Fill in a description
• Fill in address lines
• Select a location type
• Select a country

Click Create Customer to complete the process.