Add New Customer

Create a new customer to start managing sales, orders, and payments.

Overview

Customers are the businesses or individuals you sell products to.

Before creating:

• Sales Orders
• Invoices
• Payments

👉 You must first add a customer in the system.

Why Add Customers?

Adding customers helps you:

• Manage client information
• Apply correct pricing
• Track sales and payments
• Maintain transaction history

Steps to Add a New Customer

1. Go to Customers → Customer List
2. Click Add New

Enter Customer Details

Basic Information

• Customer Name
• Customer Type
  • Company
  • Individual

Contact Details

• Phone Number
• Email Address

Address

• Billing Address
• Shipping Address
• City / State / Country

Business Configuration

Customer Group

Assign customer to a group:

• Retail
• Wholesale
• Distributor

👉 Helps in pricing and reporting

Price List

Select default price list:

• Retail Price
• Wholesale Price

👉 Prices will auto-apply in orders

Tax Details

• GST / VAT Number
• Tax Category

👉 Ensures correct invoicing

Credit Limit (Optional)

Set maximum credit allowed.

👉 Helps control outstanding payments

Save Customer

1. Click Save

Customer is now ready to use in:

• Sales Orders
• Invoices

What Happens Next?

Once customer is created:

• You can create orders
• Pricing is auto-applied
• Transactions are tracked

Example

Customer Name: ABC Traders

Type: Company

Group: Wholesale

Price List: Wholesale Pricing

Best Practices

• Use clear customer names
• Avoid duplicate entries
• Always add contact details
• Assign correct pricing

Common Issues

Customer Not Showing

• Check if saved properly

Incorrect Pricing

• Verify price list assigned

Cannot Create Order

• Check if customer is active

Why It Matters

Proper customer setup ensures:

• Smooth sales process
• Accurate pricing
• Better relationship management