Admin / Customers
Add a customer
Create a customer in Admin with a name, required price tier, contact details and optional route, credit terms and risk information.
Add a customer when you need a new record for a person or shop you sell to. Search the customer list first. You need permission to create customers and an available active price tier.
Create the record
- Open Customers and select New customer.
- In Who they are, enter a First name, Last name, or Shop name. At least one of these is required.
- Add Phone and Email if known. You may leave Customer code empty to generate a code, or enter an unused code.
- In Where they sit, choose the required Price tier. When only one active tier is available, it is selected automatically on a new form; check it before saving.
- Fill in any relevant route, category, address, terms and notes described below.
- Check Status, then select Add customer.
After a successful save, a confirmation appears and Admin opens the customer record. Viewing that record requires separate viewing permission. If access is refused after saving, ask your administrator to check the existing record before submitting another customer.
Important fields
| Field | How to use it |
|---|---|
| First name / Last name / Shop name | Supply a person’s name, shop name, or both. The shop name is used as the display name when no person’s name is supplied. |
| Phone | Optional. A number already used by another customer, including an extra phone number on their account, is rejected. Changing spaces or the phone format does not avoid the duplicate check. |
| Email / NIC | Optional contact email and identification reference. Email must be a valid email address if entered. |
| Customer code | Optional unique code, up to 60 characters. Leave it blank for an automatically generated code. |
| Usual payment | Ask each time, Cash, Credit (pay later), Cheque, Bank transfer or Card. This stores the customer’s usual payment preference; it does not record a payment. |
| Route / Category | Optional existing assignments. Choose from the available options. |
| Price tier | Required pricing assignment. Only active tiers are offered. If the list is empty, ask your administrator to make a suitable tier available. |
| Address | Optional, up to 500 characters. |
| Credit limit | Enter the agreed non-negative amount; maximum 99,999,999. This is a limit field, not an opening balance or a payment. |
| Payment terms (days) | Optional whole number from 0 to 365. |
| Visit order | Optional whole number from 0 to 9,999 for the position on the route. |
| Notes | Optional notes, up to 1,000 characters. |
Check status and save errors
New customers start with Active on and Risk customer off. When you enable Risk customer, Why they are a risk appears and requires a reason of up to 500 characters.
If an error summary says Nothing was saved., correct the highlighted fields and select Add customer again. Common causes are a missing name, missing price tier, duplicate phone or code, invalid email, or a risk flag without a reason.
Use Cancel to leave the form when you do not want to save it. Use the normal Add customer action for this workflow.