How to create a Customer previous to Sales Order management [Step-by-Step guide]

At the time of managing Sales Orders, you might need to assign or configure a Customer.

These can be created and configured as you create or manage a Sales Order, but could also be created pre-emptively if needed and if your user has the right set of permissions.

This article describes how to create a Customer previous to Sales Order management.

If you'd like to know how to do it from a Sales Order itself, please review the steps here: How to Create a Customer [Step-by-step guide]

NOTE: Make sure that you are operating at the right Vendor/Warehouse beforehand.

To create a Customer you will have to:

1. Click Customers on the menu bar

2. Click Create to deploy the fields for creation

• Contact & Company name: Customer and Company names
• Ship To: Ship To address, deploys additional fields to complete
  
  
  
• Use Ship To Address: Assigns the Ship-To address as the Bill-To address, and removes the Bill-To option
• Bill to: Bill To address, deploys additional fields to complete
  
  
  
  
• Phone & E-mail: Defines contact information

3. Press Save to apply the changes