Creating a Customer

Customers are the source of your income. Customer cards hold the information that is required to sell products to the customer.

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1. Choose the search icon, enter Customers, and then choose the related link.

2. On the Customers page, click on the New action.

If only one customer template exists, then a new customer card opens with some fields filled with information from the template.

If more than one customer template exists, then a page opens from which you can select a customer template. In that case, follow the next two steps.

3. On the Select a template for a new customer page, choose the template that you want to use for the new customer card.

4. Choose the OK button. A new customer card opens with some fields filled with information from the template.

5. Proceed to fill or change fields on the customer card as necessary. Hover over a field to read a short description.