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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://somup.com/c0evjm4VTi

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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