Add New Customer

Adding a new Customer

1.  Click on "Contacts" in the side Navigation bar. You will be directed to the Customer List page.
   
   
   
2. On the Customer List page, locate and click on the "New Customer" button. This button is illustrated in the image below. 
   
   
   
   
3.  Ensure that the essential customer information such as customer's name, contact number, and any other relevant data as required  is entered into the respective fields.
   
   
   
4. Under the "Other Details" section, you will find fields related to the customer's business information. Depending on the customer type selected, the required information may vary:
   • If "WHT Business" is selected as Individual, "First Name" and "Last Name" are mandatory.
   • If "WHT Business" is selected as a corporation, "Company Name" becomes mandatory.
     
     
     
     
5. In the "Address" tab, fill in the Billing and Shipping addresses, respectively. Accurate address information is crucial for effective communication with the customer. If the Billing address and Shipping address are the same, you have the option to copy the billing address.
6. In the final step, provide the customer's bank details, if applicable.
    
   
   
   
7. After completing all required fields and verifying the accuracy of the provided information, save the form.
   By following these steps, you will successfully add a new customer to your system, ensuring that you have all the necessary information for future interactions and transactions.