Add Customer

You must have the Customer Add permission to add or edit a customer.

  1. Go to Web App > Navigation Menu > Customers > All Customers.
    Add Customer 3

    The Customers page appears.

  2. Click the Add Customer button.
    Add Customer 1

    The Create Customer page appears.

  3. Fill in the customer details.
    Add Customer 2
  4. Click Save or Save & New to save and add another customer.