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Add a customer

Create a customer once, with its name, email, phone and TRN, so every quotation, order and invoice can use it.

Customers & Vendors 5 steps 1:02 video Sales - User (Own Documents) or Manager
Where to find it SalesCustomersCustomers

Steps

  1. Open Sales, point at Customers in the menu bar and choose Customers. Click New.
  2. Type the Entity Name - the legal or trading name that should appear on documents and reports.
  3. Add the Email and Phone that documents are sent to, and the TRN / VAT number. The TRN is printed on tax invoices.
  4. Type the Street / Address. Leave Currency on Company default unless this customer is billed in another currency. Country, State / Emirate and City are pick-lists under the address.
  5. Click Save. The customer is created, and Customer created. appears in the Logs on the right.

Tip

There is a shortcut: type new customer in Search anything on the home screen and choose Create Customer.

Note

The Company box on the Sales tab decides which companies can see the customer. A new customer belongs to the company you are working in.

What happens next

Add the people and places that go with the customer: Add contact people and delivery addresses.

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