Maintain Customer base

The Customer menu enables the user to create a list of customers and to keep customer details up to date.

1. Click on Customer (sidebar menu)

2. Enter the name of the customer in the search bar

3. List of the customer(s) that match search criteria will appear

4. Click on the name if you want to change or add customer details

5. Click on Create Customer to add a new customer to the customer list

6. Create new customer window will pop up

7. Fill in the required boxes outlined in red

8. Save button will be activated once all required fields are filled in

9. Click on Save to save customer details

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Open

Links:

Customer deduplication process