Customers

Customers

A customer is an external client to whom parts or services are sold.

To access the customer page, click on the Sales navigation tab and click on Customers option in the dropdown list.

Warning

Viewing, adding, editing and deleting customers require the corresponding Sales Orders user permissions

Add Customer

Once the customer page is loaded, click on the New Customer button: the "Create new Customer" form opens. Fill-in the manufacturer information (Company name and Company description are required) then click on Submit