Customer > Create Customer
With a warehouse and locations created, we can now move on to creating your customers who will be using your warehouse. Although there are very few required fields for creating a customer, you should review the options available to ensure you have all the information necessary to service your customer effectively. For more detailed information about creating customers and available options see Create Customer.
- From the main menu bar select Customer
- Select Create Customer from the Customer sub-menu
- On the Customer tab, enter the customer Name
Smart User Tip: Enabling Use Locations will allow for optimum inventory management.
- On the Warehouses tab, indicate the warehouse(s) where a customer has goods stored and which is the primary warehouse
- Click the Save button
- A confirmation message will appear, click OK to confirm creation of this customer