Adding a new Customer

Overview

This guide explains how to add a new customer to the system, including access requirements, navigation options, and required fields.

Permissions

Adding a new customer is permission-based.

• Depending on your user role, you may not see the option to add customers.

• If the option is not available, please contact your system administrator.

Ways to Add a Customer

There are two main ways to add a new customer.

Option 1: Quick Add (Home Screen)

From the Home Screen:

1. Open the Quick Add menu.

2. Select Customer.

You will be taken directly to the Add Customer screen.

Option 2: Customers Menu

From anywhere in the system:

1. Open the Customers menu.

2. Navigate to the customer list.

3. Click Add Customer (bottom-right corner).

Required Fields

On the Add Customer screen:

• Fields marked with a red asterisk (*) are required.

• All required fields must be completed before the customer can be saved.

If required fields are missing, the system will not allow the customer record to be created.

Best Practice Tips

• Enter complete contact details to support invoicing and communication

• Use consistent naming conventions for easier searching and reporting

• Confirm permissions if you cannot see the Add Customer option

Summary

To add a customer:

• Use the Quick Add option from the Home Screen, or

• Go to Customers → Add Customer

Remember:

• Adding customers is permission controlled

• Fields marked with a red asterisk are mandatory

• Customers cannot be saved until required fields are completed