Adding New Customers
A new customer can be added to the system by either directly adding a customer, or creating a new customer during the creation of an order or a Quote
Adding New Customers
To add a new customer, select Customer from the Add New menu:
You can also select New Customer on the Bizops main screen:
Additionally, there is Add Customer on the Customers home page:
This will take you to the Add New Customer page:
From here, you can fill in contact information and choose options for the customer, as well as adding billing and shipping address information.
Adding A New Customer During Order Creation
You can also add a new customer when creating an order or quote. Click on the New Customer button to the right of the customer search on the Order screen:
This will open a window for you to enter the customer details:
Fill in the fields and click Create to create the customer and continue the order/quote.
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