1 What is Customer DB

Customer DB is the list of every company you sell to. A customer must be saved here before you can create a sales order or invoice for it.

The steps at a glance

A new customer goes through these steps, in this order. Each step has its own section in this guide.

1. Open Customer DB from the left menu.
2. Search to make sure the customer is not already there.
3. Click ADD CUSTOMER and fill in Company Name, Country and Currency.
4. Click SAVE. The customer starts as a Lead and you become its owner.
5. Add the rest of the profile: Addresses, Contacts, Bank details and Regulatory documents. Each part has its own SAVE button.
6. Check the STATUS and OWNER on the customer's side panel.
7. Change the status as the customer moves forward, for example from Lead to Onboarding - In Progress.
8. Go to Sales to create an order, invoice or credit memo.

Words used in this guide

Word	What it means
Customer	A company you sell to.
Lead	A new customer that has not started trading yet.
Owner	The person responsible for the customer. Usually the person who added it.
Side panel	The window that slides in from the right when you click a customer in the list.
Edit page	The full page where you change a customer's details. It opens when you click the pencil icon.
Short Code	A short ID for a customer. It is shown instead of the company name when the customer belongs to another team.
WDA No	The warehouse licence number of a customer.
Administrator	The person who gives you access and fixes problems.