How do I create a customer site?

Before you create a customer site, you will need to [add a customer to the address book] first.

A customer site is different than the address used to create a customer, as these may be different. The address associated with the customer may be the head office, where the customer sites may be their branches.

 

Follow the steps below to create a customer site:

 

1) In the web portal, select the ‘CRM’ from the list along the top

2) Click on ‘Customers’ on the left, and ‘Create customer site’, where several fields will appear, as shown in the image below;

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Certain fields can be left blank if you wish, such as the ‘External ID’, ‘Contact name’, ‘Email’ and ‘Customer reference number’.

3) Click save to create the customer site.

 

 

 

 

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