Prerequisites

• Access to the File > Customer (CT001) menu.
• Created category.
• Created company type.

Introduction

This topic will show how to create a customer. 

The customer creation process is fundamental to gather all necessary information, such as full name, address, phone number, e-mail, and any other relevant piece of information. Keeping this data in a customer management system is very important. 

With a complete record, it will be possible to establish a more individualized and effective communication with a customer, which allows offering them products or services better suited to their needs and preferences.

Creating a customer

1. Access the File > Customer (CT001) menu.

2. Click on the button.

See how the category screen is divided.

A Section with buttons for determining whether the customer will be created from an existing company. To see how to create a customer from an existing company, access the Creating a customer from an existing company article. 
B Steps related to customer creation. The number varies depending on the Company type or the Category that is selected.
C Navigation buttons to move on to the next step or go back to previous steps in the creation process. The Cancel button closes the screen without saving the record, and the Finish button will be enabled in the last step only.

 

 

3. In the Company type section, select the company type.

4. In the Customer category field, select a category.

5. Click on the Next button to move on to the subsequent step.

6. Fill in the ID # and Name fields.

7. Click on the Next button to move on to the subsequent step.

8. In the Company contacts step, it is possible to add the customer's contacts.

9. Once you are done creating the customer, click on Finish. 

10. To view the customer that has been created, click on the Customer data button.

Conclusion

With the record completed, the customer will be created. Through the Customer data option, it is possible to edit information, when necessary.

Any customer that is created will be also registered in SoftExpert Administration as a Company (AD009).

To see how to create a customer from an existing company, refer to the Creating a customer from an existing company article.