How do I create a new customer?
Creating a new customer account
- Go to CustomersCreate.
- Choose an Account Type. By default, this will be a Main/Parent Account.
- Under the Personal Information section, fill in the customer's:
-
- First Name
- Last Name
- Company Name (optional)
- Telephone Number
- Email Address
- Under the Account Settings section, fill in:
-
- Account PIN
- Credit status (if customer is allowed to charge to account/invoice)
- Fuel surcharge, if applicable
- In the Default Address section, enter the customer's main address or billing address.
- Once all information is complete, click Create Client Account to save.
