To add a new Customer, click on the Customers menu item under the Sales tab. Then, click on the Add New button. In the customer’s form. Only Name, Email, Country and Currency fields are mandatory. However, you have to pay attention to other important fields as well, such as.
Tax status –Selecting Standard here will apply the general tax settings. On the other hand, Always tax will always apply tax regardless of configuration. And, Exempted, will never apply a tax.
Company checkbox – By checking this, you indicate the customer as a Company, not as a private person. This can be important for tax calculation in several countries.
Price list – A customer-specific price matrix with a special discount can be configured in Settings and applied by selecting from here.
Payment term – This field is used for calculating invoice due date. Selecting Pre-paid here will force the system to register payment before shipment.
After filling the necessary fields, click on the Save button to save the profile. This will create a new customer profile in the system. You can add additional information like Contacts, Addresses, and Bank details of customers as well. To add a new contact, click on the Edit button to start editing the profile. Then click on the create contact button. That will bring the contact popup. Fill the necessary information and Save and then close.
To add a new address, click on the Edit button to start editing the profile. Then click on the Create address button. That will bring the address popup.
It is advisable to link a contact to an address whenever possible.Select the address type and fill the rest of the fields.If you have more than one address of the same type. Make sure to select the Primary checkbox if applicable to this address. At last, select this checkbox if your other two address types are also the same as current.
Click on Save and then close.
From the customer profile, you can also manage other transactions and data related to the customer, such as Sales Quotations, Sales Orders, Shipments, Invoices, Comments, Documents, Credit Settings, and Tasks.