This guide outlines the step-by-step procedure to enter a new customer into the system, filling in personal, fiscal, and access data.
Procedure for creating a new customer
Creating a new customer is done through a guided procedure divided into sections (Personal Data, Billing Data, Shipping Data, and Login).
1. Start creating the customer
1. From the main screen of the Customers module, click on the button to add a new customer (usually located in the top toolbar, labeled as "New" or with a + symbol).
2. The edit/create screen will open, automatically starting with the Personal Data section.
2. Fill in Customer Data (Personal Data Section)
In the first section, Personal Data, fill in the fields related to the customer's personal and contact information:
| Field | Instructions |
|---|---|
| First Name | Enter the customer's first name. |
| Last Name | Enter the customer's last name. |
| Date of Birth | Enter the date of birth (format DD/MM/YYYY). |
| Gender | Select Male, Female, or Not specified. |
| Enter the email address. (Mandatory if login is enabled). | |
| Landline Phone | Enter the landline phone number. |
| Mobile Phone | Enter the mobile phone number. |
| Website | Enter the website address (if any). |
| Primary Address | Fill in the fields related to residence address (Address, Region, City, Municipality, Postal Code). |
| User Photo | Upload a photo or avatar for the customer. |
| Source | Select the source from which the customer comes. |
| Language | Select the customer's preferred language. |
| Newsletter Lists | Select the lists to subscribe the customer to. |
| Enable Newsletter Subscription | Check this box to activate newsletter subscription. |
At the end of filling out, click on the Next button (or on the tab Billing Data) to proceed.
3. Fill in Billing Data
In the Billing Data section, enter the information necessary for issuing fiscal documents.
- Fill in all required fields (e.g., Company Name, VAT Number, Tax Code, etc.).
When finished, click on the Next button (or on the tab Shipping Data).
4. Fill in Shipping Data
In the Shipping Data section, enter the shipping address if different from billing or residence address.
- Fill in fields related to shipping address.
When finished, click on the Next button (or on the tab Login).
5. Configure Login (Login Section)
In the Login section, you can configure customer's access to reserved area:
1. Check the box Enable Login to allow customer access to system.
- Note: If login is enabled, the field Email must be filled.
2. If you are creating a new customer, you can choose between two options:
- Automatic credential generation: Check Generate and send credentials. The system will create a random password and send it via email to customer. In this case, Password fields are not required.
- Manual password setting: If you do not check automatic generation option, you must enter password in both Password and Confirm Password fields.
3. Check box Email confirmed if customer's email address has already been verified.
6. Save Customer
Once all sections are completed, click on the Save button (usually located in top right toolbar) to save new customer into system.
