Adding a New Customer

To add a new customer:

1

Select the Customer from the Virtual Terminal menu.

The Customers window displays the list of existing customers and the information about each customer in different columns.

2

Click the + Add Customer link.

The Add Customer window displays various text fields to enter the data of a new customer.

The following table provides the information to enter the data into the fields of the Add Customer form:

Field Name
Description
Required?

First Name

Enter the first name of a new customer. For example, John.

Optional

Last Name

Enter the last name of a new customer. For example, Smith.

Optional

E-mail Address

Enter the e-mail address of a new customer. For example, [email protected]

Optional

Phone Number

Enter the phone number of a new customer. For example (555) 555 5555

Optional

The Billing Address section includes the following fields to enter the data:

Field Name
Description
Required?

First Name

Enter the first name of a new customer. For example, John.

Optional

Last Name

Enter the last name of a new customer. For example, Smith.

Optional

Phone

Enter the phone number of a new customer. For example (555) 555 5555

Optional

Street

Enter the street of a new customer. For example, Wall Street.

Optional

City

Enter the city of a new customer. For example, New York.

Optional

Select State

Select the state from the dropdown list for a new customer.

Optional

Zip

Enter the zip of a new customer. For example, 5337.

Optional

The Shipping Address section includes the following fields to enter the data:

Field Name
Description
Required?

First Name

Enter the first name of a new customer. For example, John.

Optional

Last Name

Enter the last name of a new customer. For example, Smith.

Optional

Phone

Enter the phone number of a new customer. For example (555) 555 5555

Optional

Street

Enter the street of a new customer. For example, Wall Street.

Optional

City

Enter the city of a new customer. For example, New York.

Optional

Select State

Select the state from the dropdown list for a new customer.

Optional

Zip

Enter the zip of a new customer. For example, 5337.

Optional

3

Select the Save Customer button.

The Customers window displays the information about a new customer in various columns of the list.

Last updated

Was this helpful?