Tutorial: Manage Your First Customer

Goal: Create a new customer record, adding essential contact and billing information, ready for use in sales documents.

Persona: Kenji Tanaka (Data Analyst) or Olivia Martinez (Sales Representative)

Maintaining accurate customer information is vital for efficient sales processing, invoicing, and accounts receivable management. While customer data might sync from your ERP, you may need to add new customers directly in Zudello.

This guide covers the basic steps for creating a new customer record: initiating the record, adding core details like name, code, and contact information, and saving the record.

Steps:

1. Create a New Customer Record
2. Add Essential Details
3. Save Customer Record

Let's start by creating a blank customer record.