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Documentation Home »User Guide »Customers and Customer Users »Customers »Create a Customer
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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. Optionally, select an existing account to help tracking sales actions and metrics for the customer that is a member of bigger customer organization. When remains empty, the new account is created for the new customer automatically.

  4. Fill in the customer Name.

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

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

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

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

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

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

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

  12. When OroCommerce is deployed with InfinitePay payments support, the customer’s VAT Id shall be captured for their credit worthiness verification. VAT Id should be valid and the billing address should match the one provided for the VAT registration. These are prere uisites to enable payments via InfinitePay for the customer users.

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

A new Customer is created.