Create Customers:
- Select Customers from the side menu.
- Select Customer List in the drop down.
- Select Create on the top right corner.
- By default it will create the customer as an Individual you can select Company to change this.
- Fill in the Customer Code if you want your own code otherwise leave it blank for the system to allocate a new code.
- If you selected the customer to be a Company then fill in the company name.
- Fill in the contact First Name.
- Fill in the contact Last Name.
- Fill in either an email address or mobile number or both if you have them.
- If you want to add a location click Add location.
- Fill in a description.
- Fill in address lines.
- Select a location type.
- Select a country.
- Click Create Customer to complete the process.