6 Add a new customer
Access needed: Customer DB → Create. View is needed to open the list.
Before you start: Have the registered company name, country and currency ready. Only these three are required.
Fill in the form
The form is ADD NEW CUSTOMER, part 1. COMPANY INFORMATION.
- Type the Company Name.
- Pick the Country. The Currency fills in by itself.
- Check the Currency. Change it if the customer trades in another currency.
- Fill in any other fields you have (see the table below).
- If an Account Owner box is shown, keep yourself selected or pick a team member.
- Click SAVE.
Every field on the form
| Field | Required | What to enter |
|---|---|---|
| Company Name | Yes | The registered company name. The same name in the same country cannot be added twice. |
| Short Code | No | Leave it blank and the system creates one. Or type your own code (up to 200 characters) that no other customer uses. |
| Country | Yes | Pick from the list. This also sets the Currency. |
| Currency | Yes | Check the one that was filled in. Change it if needed. |
| EmailID | No | The company's general email address. |
| Website | No | The box starts with "http://". Complete it or clear it if there is no website. |
| Phone Number | No | The company's main number. |
| EORI No | No | The customs registration number. |
| EU VAT No | No | The VAT registration number. |
| VAT Certificate Verification Date | No | The date the VAT number was checked. Use the calendar. |
| GPHC No | No | The pharmacy registration number, if it applies. |
| Onboarding Date | No | Use the calendar. |
| Onboarding Agent | No | The colleague who onboarded the customer. The box is greyed out for most users. |
| Business Area | No | Medication wholesaler, Medical equipment wholesaler, Cosmetic products manufacturer, Cosmetic products wholesaler, Logistic Company or Miscellaneous. |
| Customer Status | Automatic | Always Lead for a new customer. You change it later (section 8). |
| Product Type | No | The type of products the customer deals in. |
| Default Company Bank Account | No | Your own company's receiving bank account. See the note below. |
| Payment Due Days | No | The number of days to pay (0 to 365). Leave blank to use the company default. |
| Account Owner | Only if shown | Appears only if your role has Choose Owner When Adding switched on. |
| Notes | No | Free text, up to 500 characters. It also goes into the customer's first status-history note. |
Note on Default Company Bank Account: The form says this bank is used on invoices, but the choice is not kept after you save. Choose the bank again on the sales invoice.
What happens when you click SAVE
- The message "Customer added successfully!" appears and the customer's edit page opens.
- The customer is created as a Lead.
- A Short Code is created if you leave it blank.
- You become the owner (or the person you picked). You are also added to the customer's assigned users.
- The system records who created the customer and when. No email is sent.
If a check fails, the form can come back empty. Read the message (see section 10), fix the problem and type the details again.