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Overview

Customer profiles store the essential details used across orders and receipts. Once created, customer information automatically populates on associated documents.
1

Navigate to the Customers menu

Go to the Settings menu and select Customers.
2

Start a new customer entry

Click New to open the creation form.
3

Fill in customer information

Provide the following:
  • Code — a unique identifier for the customer
  • Customer Name — the full name
  • Shelf Life Min/Max — optional, no current functional effect
4

Add additional details

After saving, additional options appear:
  • External References — link external identifiers for the customer
  • Customer Address — enter the address (it will auto-populate on orders and receipts)
Ensure the Code and Customer Name are accurate, as they are crucial for identifying the customer throughout the system.
Adding a customer address ensures it automatically appears on all associated orders and receipts.
You must provide a unique Code and the Customer Name.
No. This field is currently optional and has no functional impact.
Yes. Once added, the customer address populates on all associated orders and receipts.