7.1 Customers

7.1.4 Notes  <<  7.1.5  >>  7.2 Tools 

7.1.5 Creating a new Customer

This is how you can create a new customer following:

Create new customer
Picture 7.5 : Create new customer

  1. Select the Create new customer tab. Workspace has already given the new customer a customer number.

  2. Enter the customer information in the corresponding fields.

  3. Add the customer into a customer group, if you like, by clicking the customer group name in the Customer groups list.

  4. Add a contact person for the customer from the Administrator drop down menu.

  5. Once you have filled in all the fields, click the Create button.