Create a customer

Create a customer for every company or person you arrange services for.

Before you start

• You need the owner or admin role.

Steps

1. Go to Reseller management › Customers.
2. Click Customer.
3. Enter the Name (company or person) and under Type choose Business or Individual.
4. Fill in the Company details and Contact persons. Under Notes you add notes that only you and your team can see.
5. Click Create.

You go straight to the customer card.

Good to know

• Next, link an account package to the customer. Without an account package, the customer pays per product.
• In the customer list, the Ready column shows which customers are still missing something.