Register new customer

In this procedure you can quickly register new customers and basic data.

In the Number field, you can enter a customer number or choose to leave it blank. If you leave it blank, when you save the customer it will be assigned the next available number from the number series for customers.

You must enter a name for the customer in the Name field. This field is mandatory.

In the Status field, you can select a customer status. Actual customer (orders can be registered) is selected by default.

You can select the type of customer in the Type field, although this is not mandatory.

You can also enter a seller for the customer in the Seller field, although this is also optional. The field is find-as-you-type, so you can enter part of the seller’s name or number in order to generate a result.

To save, tap OK at the bottom of the page, and you will come to the customer opened in the Customer list procedure. Here you can update the customer’s information, if required.