Adding a customer

Created by Lewis Hayward, Modified on Wed, 31 May, 2023 at 5:10 PM by Lewis Hayward

In order to add your first customer, navigate toward the Customers tab on the left-hand side taskbar. Click on the Add Customer button displayed on the top right of the page.



You will be taken to a form in order to fill out your initial customer information. On this form please provide a Name, Color, and Category. Please read the following guide to add a new Category. 



If you change your mind, you can select the Discard option on the form to discard the current customer creation. Once you have populated the required fields, you may click the Add Customer button to create your customer entry.

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