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Create a Customer Manually

Learn how to manually create a customer record from the Customers page, open a new customer card, enter the required details, and save the record.

Updated this week

Open the Customers Page by clicking the Home icon in your left-hand panel.

Home icon in the left-hand navigation panel used to access the Customers page.

Click on “Customers” and select “create new” to open a new customer card.

Customers page with the create new option selected to open a new customer card.

From here you can enter information for your new Customer. Click the “Save” button when you are done.

New customer card form with fields for entering customer information before saving.

Note: E-Mail and Customer Codes are required fields.

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