Before You Start
Have this information ready for the new customer:- Business or individual name
- Description
- Currency
- Price group (if applicable)
- Payment terms (if applicable)
Step-by-Step Process
1. Navigate to Customer Management
- From the main Fulfill menu, click Customers
- You’ll see the customer list page
- Look for the Add Customer or + button (usually at the top of the list)
2. Fill in Basic Information
Complete the customer form with these required fields: Customer Name (Required)- Enter the business name or individual’s name
- Use the format your customers prefer to see on invoices
- Enter a description or notes about the customer
- This helps identify the customer and their business type
- Select the currency for this customer (defaults to USD)
- This determines the currency used for all transactions
- Enter the ID from your ERP system if you use one
- Helps with integration and data synchronization
- Enter the price group ID from your ERP system
- Used for ERP integration and pricing sync
3. Configure Pricing and Terms
Price Group (Optional)- Select the appropriate pricing level for this customer
- Determines which prices the customer sees
- Leave blank if no special pricing applies
- Select payment terms like Net 30, Net 15, etc.
- This affects invoice due dates and payment expectations
- Leave blank to use your default terms
- Enable to automatically create invoices for this customer
- Checkbox that defaults to off
- Allow Order Billing Address Edit - Permits editing billing addresses on orders
- Allow Order Location Address Edit - Permits editing location addresses on orders
- Both default to enabled for new customers
4. Save the Customer
- Review all information for accuracy
- Click Save or Add Customer
- You’ll be redirected to the customer detail page
After Adding a Customer
Once saved, you can:- Add Contacts: Set up contact persons in the Contacts tab
- Add Locations: Create delivery locations in the Locations tab
- Add Billing Addresses: Set up billing addresses in the Billing Addresses tab
- Create Orders: Start processing orders for this customer
Common Mistakes to Avoid
Tips for Success
Quick Reference
| Field | Required | Notes |
|---|---|---|
| Customer Name | Yes | Use formal business name |
| Description | Yes | Brief description of customer |
| Currency | Yes | Defaults to USD |
| ERP ID | No | For ERP system integration |
| ERP Price Group ID | No | For ERP pricing sync |
| Price Group | No | Affects pricing calculations |
| Payment Terms | No | Defaults to company standard |
| Auto Invoice | No | Defaults to off |
What’s Next?
After adding your customer:- Set up contacts in the Contacts tab
- Add locations for delivery in the Locations tab
- Add billing addresses in the Billing Addresses tab
- Review customer details to ensure everything is correct