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Create a CustomerΒΆ

To create a new Customer:

  1. Navigate to Customers > Customers in the main menu.

  2. Click Create Customer.

    The following page opens:

  3. Fill in the customer Name.

  4. Optionally, add a customer to a customer group if you already have a group with the settings and configuration that fits the new customer.

  5. If you are adding a subsidiary of the existing customer, select Parent Customer.

  6. Assign a sales representative who will be assisting customer users.

  7. Select Tax Code that will label the customer group taxation schema.

  8. Add a billing and shipping address as described in the address book section.

  9. In the Additional section, select a Payment term to be used as a payment option available to the customer users during on the checkout.

  10. In the Price Lists section, add pricelists and prioritize them as described in Price List Management for a Customer Group section.

  11. Click Save in the top right right corner of the page.

A new Customer Group is created.