Skip to main content
Version: Current

Step 2: Add Essential Details

Fill in the key information for the new customer.

Steps:

  1. Core Identification:
    • Name: Enter the customer's official trading name.
    • Code: Enter a unique customer code (often from your ERP or a defined sequence).
    • Tax Number: Enter the customer's ABN or relevant tax identifier, if applicable.
  2. Contact Information:
    • Enter the primary Email address for communications (e.g., sending invoices).
    • Enter the primary Phone number.
  3. Addresses:
    • Click Add Address. Fill in the Billing Address details (Street, City, State, Postcode, Country). Mark as Primary Address.
    • Click Add Address again if the Shipping Address is different and fill in those details.
  4. Other Details (Optional but Recommended):
    • Fill in Payment Terms, Default Currency, and any default coding rules (see Tutorial) if applicable.

What Happens Next?

The essential customer details are entered. The final step is to save the record.

Next Step: Save Customer Record

Related How-To Guides: