Create New Customer

Follow the steps below to create a new customer:

Step 1: Users can click on the Add Customer section on the sales screen. 

Step 2: Users can click on the Create New Customer text to access the create new customer page.

Step 3: In the pop up window, users can insert the new customer details, add customer note. 💡 Name and Phone Number are mandatory fields.

💡Lookup ID is an optional field. If left blank, unique values are auto assigned to identify customers.

Step 4: After inserting all of the following information, users can click on the Save button to save the new customer’s information.

The new customer’s information will be stored in the backend portal.