Add a customer

Add a customer before you issue stock to them or open a project for them. The contact details you enter are used on receipts and issues.

How to add a customer

1. From the side menu, open Master data and click Customers.
2. Click Add customer.
3. Fill in the fields described below.
4. Click Create customer, or Cancel to discard.
5. After saving, you can add linked Projects for the customer.

Fields

• Customer name (required) — the company or person name.
• Phone — the contact number, with country code.
• Email — the official email address (optional, but useful for notifications).
• Notes — any important details, such as handling or storage instructions.
• Customer is active — on by default. Turn it off if you are adding the customer but they should not receive movements yet.

Note

Only active customers can receive or issue consigned stock. An inactive customer still appears in lists, but the system refuses any movement against them.