Adding a New Customer

Adding a New Customer

To add a new customer to your database:

  1. Go to Customers from the main menu
  2. Click the Add Customer button
  3. Fill in the customer details:
    • Name (required)
    • Email address
    • Phone number
    • Address
  4. Click Save

Customer Tags

You can tag customers to help organise them:

  • VIP - High-value customers
  • Trade - Trade accounts
  • Fleet - Fleet customers with multiple vehicles
  • Regular - Returning customers
  • New - First-time customers

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