Completed
Creating a new customer
Creating a New Customer
1. Go to Sales > Orders > Customers
2. Click on New
3. Fill in the customer details and click on Save
4. Use the Contact & Addresses tab to add the details of contact person
5. Click on Add
6. Enter the details and click Save & Close or Save & Continue
You can watch these videos for more information:
https://waoconnect.screencasthost.com/watch/c0eefMVy8JA
7. Use the Sales & Purchase tab to add Salesperson, Delivery Method, Payment Terms, and Pricelist
You can watch this video for more information: https://somup.com/c0eUnrySWm
8. Use the Accounting tab to add Bank Account Details and Credit Limit
You can watch this video for more information: https://waoconnect.screencasthost.com/watch/c0feeRVaZ2p
9. Use the Internal Notes tab to add any notes for this customer
10. Click on the pencil icon to upload customer image
You can watch this video for more information: https://waoconnect.screencasthost.com/watch/c0eUntVa6zM
11. Once done, click on Save
You can also watch this video for reference: https://somup.com/c0evil4VDk
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