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Create customer
It is possible to create a new customer on both existing and new sales contracts.
We also recommend creating a contact person for the customer.
Create a new customer on a new contract
- Click on “Customer” in the left menu
- Select “New customer” in the “Select customer” drop-down menu
- Then fill in the supplier’s information
- Customer information is saved after you have completed the contract creation
Then fill in the supplier’s information
Create a new customer on an existing contract
- Find the sales contract you want to change customer
- Open the contract front page
- Click on “Customer” in the left menu
- Click “Edit” in the top right side of the section
- Select “New customer” in the “Select customer” drop-down menu
- Then fill in the customer information
- Click on “Save changes”
Then fill in the supplier’s information
