Create a Customer¶
To create a new Customer:
Navigate to Customers > Customers in the main menu.
Click Create Customer.
The following page opens:
Fill in the customer Name.
Optionally, add a customer to a customer group if you already have a group with the settings and configuration that fits the new customer.
If you are adding a subsidiary of the existing customer, select Parent Customer.
Assign a sales representative who will be assisting customer users.
Select Tax Code that will label the customer group taxation schema.
Add a billing and shipping address as described in the address book section.
In the Additional section, select a Payment term to be used as a payment option available to the customer users during on the checkout.
In the Price Lists section, add pricelists and prioritize them as described in Price List Management for a Customer Group section.
Click Save in the top right right corner of the page.
A new Customer Group is created.