Adding A New Customer

Click here to view the "Customers" video

Step #1

Click here to access the "Supply Chain" sub-menu.

Step #2

Click "Customers"

Step #3

Click "Create Customer"

Step #4

Complete the "Customer Information" section by completing the following fields:

• Customer Name

Step #5

Complete the "Customer Address" section by completing the following fields:

• Street Address
• City
• Province
• Country
• Postal Code
• Type of Sale

Step #6

Complete the "Primary Contact" section by completing the following fields:

• Primary Contact
• Primary Contact Email
• Primary Contact Phone
• Primary Position

Step #7

Complete the "Secondary Contact" section (optional) by completing the following fields:

• Secondary Contact
• Secondary Contact Email
• Secondary Contact Phone
• Secondary Position

Step #8

Click "Create Customer" to save your progress.

Step #9

Enter any notes.

Step #10

Add an "Action Item" associated with this customer.

Step #11

Click "Save Customer".