Create new customers and manage your contacts : contact information, order history, payment data and other informations.

• From the web

• Create a customer :

To create a customer, click on "Sales", in the left side navigation pane, and then click on " + " next to " Customers " :

A new page opens, in which you can enter information about your customer :

You can also enter information about your customer's address.

Then enter the details of their logistics:

And finally enter information about his accounting :

Don't forget to save once you've finished creating your client : 

• Manage your customers :

To manage your customers, you need to reach the list of your customers. For that, click on "Sales" and then on "Customer " in the left side navigation pane :

In your customer list, you can search and filter the results to find your customer more easily :

Once the customer list is displayed, multiples actions are available :

• You can consult the customer card of your customer by clicking this button :
• You can edit the customer card of your customer by clicking this button :
• You can delete a customer by clicking this button :

Once you have made all the changes, don't forget to save :

• From the mobile app

• Create a customer :

To create a new customer from the mobile app, click on the "Customer" button from the home screen to display your customer list. Once you are in the customer list, click on "+" at the top right of your screen :

The form to create the customer is displayed, you can fill in informations about his contact details, logistics or accounting :

Don't forget to save your entry by clicking the "create" button at the end of the page.

• Manage your customers :

To manage your customers, you need to go to your customer list, accessible from the application's home menu, as shown in the process of creating a customer.

You can then edit all the customer information.