Do you have customers whom you often do business with? In this article, we will explore how to add a customer to the system in just a few steps. Once they've been added to the system, you'll be able to select these frequently used customers when planning shipments, streamlining your fulfillment operations.
Add a Customer
First, navigate to the Customer screen.
Select the Create Customer button.
The Create Customer sidebar will open. Below are explanations of the fields available in this section.
First Name* | The given or primary name of your customer. Required. |
Last Name* | The family name of your customer. Required. |
Email* | The email contact for your customer. Required. |
Phone* | Your customer's primary phone number. Required. |
Client* | Select the client that this customer is associated with. Required. |
Active | Set this customer to Active (Yes) or Inactive (No). Set to Active by default. |
After filling in the necessary information, click the Add button below the fields to add an address or addresses for your customer.
Add Address
In this pop-up, you can add one address to a time for your customer, as well as set the address active/inactive and as the default or not address. Descriptions for each field are below.
Address Name* | Enter the nickname for this address, for example: ABC Store. Required. |
Usage Type* | Select whether this address will be used for shipping, billing, or returns. |
City* | The customer's city. Required. |
Country* | Choose from a list of countries. Required. |
State*/Region | Some countries will have a list of States to choose from while others will have a Region field to type the information. When the field is labeled Region, it is optional. |
Postal Code* | The customer's zip/postal code. Required. |
Address Line 1* | The main line of the customer's address. Required. |
Address Line 2 | Suite, unit number, or other necessary secondary information. |
Active | Set this address to Active (Yes) or Inactive (No). Set to Active by default. |
Set Default Address | Set this address as default with Yes or not with No. Set to No by default. |
Click Add to complete adding the address.
Once the first address has been added, you can add additional addresses using the same button.
If needed, use the edit/delete the existing address using the icons beside the address.
Click Save.
Once the customer has been added successfully, you'll be able to view this new addition from the Customer screen.
To edit or delete this customer, use the 3-Dot menu to find the Edit and Delete options.
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