How to Add a New Customer to Assign to a Sale

Step-by-step guide

1. If you assign a customer to a sale who does not exist in your database, a message box will pop up telling you the customer can’t be found. Click YES to create a new customer.

2. The Add New Customer screen will appear. Here you can enter or edit the customer's personal and contact information.

3. When you are finished filling out the customer information, click on the SAVE button.

4. You will be returned to the Sales screen, and the new customer you added will be assigned to the sale.