How to Add a New Customer?
Step 1: To add a new customer, select ‘Customer’ menu and ‘Add Customer’ submenu
Step 2: Apart from address and contact information, you’ll get to see fields like ‘Price List’, ‘Discount’, ‘Default Warehouse’ and more.
Step 3: You can select a price list for a customer from the ‘Price List’ drop down. You can also create a new ‘Price List’ by clicking on the ‘+’ button.
Note: You can create several pricing groups and assign customers to it in order to maintain different price tag for different customers.
‘Discount’ is the default discount which the customer gets on every product.
‘Default Warehouse’ is the warehouse from which the products should be shipped for the customer.
Step 4: ‘Invite for B2B Portal’ will let you invite the customer to your B2B portal where they’ll be able to place orders on their own.
Step 5: You can add multiple shipping addresses to a customer using the ‘+ Add Address’ button.
Once done, click Save.