How to Create my First Customer?
This section gives you step-by-step instructions for adding the profile of your customers under the Customers module. You have to fill-out three sections when adding a customer profile, (a) Personal Details, (b) Address, (c) Contact Information.
Providing customers data is important because you will be using these during the course of your exploration with Merchant Portal especially when you are creating your work order and invoices.
Click the Customers module from the left-hand side panel of the page.
- Click the Add Customers button to open the form to fill out the customer profile.
Here are the required fields that you need to fill-out in Add Customer form.
| Customer Type | There are two customer types: (a) Individual and (b) Business |
| Location | Refers to the location of customers |
| Fullname | Refers to the first name and last name of the customer |
| Email Address | Refers to the email address of the customer |
| Address Type | You can select the type of address you are going to save. This includes Home, Office, Shipping, and Billing. |
| Street Address |
Refers to the house & lot no. / floor / building name and complete street address. |
| City |
Refers to the city address where your business is located. |
| State |
Refers to the state address where your business is located. |
| Country |
Refers to the country address where the business is located. |
| Zip Code |
Refers to the zip code where your business is located. |
| Phone Type | You can select the type of contact you are going to save. This includes Mobile, Home, Office. |
| Contact Number | Refers to the customer's telephone or mobile number. |
The fields below are additional information that is not required from the customer:
| Birthday | Enter the complete birthday of the customer. |
| Job Title | Enter the job title of the customer |
| About | Enter additional information about the customer. |
| Address 2 | An address extension in case Address 1 field is maximized. |
- Click the Add new customer button.
- The new customer added should be shown in the Customer list.
