Creating a New Customer From the Sales Module

Overview:

This article will outline the steps to creating a new customer from the sales module.

Preconditions:

Preconditions are the necessary settings, permissions, and items created in your software to allow the feature to work.

• Access to the Sales module.

Steps:

Follow the below steps to create a new customer from the sales module:

1. Go to the "Sales" module.

2. Click on the "+" button found to the right of the customer search bar

3. Fill out the required customer information within the pop-up, click "Save Changes" in the bottom right, and refresh your screen.

4. Search for the new customer you just created in the Search Bar to add them to the sale.

*NOTE: if you are looking for an existing customer, click in the "Customer Search Box." Then type in a name or hit the down arrow key on the keyboard to search.

For further assistance, please contact our Support Team at [e-mail] or 800-929-5737