Creating new customer
Only upfront Customers are supposed to be created manually by the Accounting team. HPA Customers are automatically synced from Pulse, Sales Agent App or recorded by the CSCC.
The steps to record a customer in this regard is through: Sales>Customer>Create. This opens up a customer information page, that you can use to record the customer details.
- Indicate if the customer is a Company by checking the " Is a Company?" button. Leave it unchecked for individual Customers.
- Record the Customer Name.
Record all other optional fields as shown on the form.
Save the Form and will be automatically added to the Customer list.