How to Add a Customer from the Sales screen

Step-by-step guide

1. Go to Operations > Sales > Sales.

2. Enter the customer name in the Customer field, then press Enter. A window will prompt you to add a new customer. Click on Yes.

3. In the Add New Customer screen, enter customer information such as Title, Name,Address and Phone Number(s). Click Save when finished.

4. The new customer will be added to the Sales screen.