HOW TO CREATE A NEW CUSTOMER
- From the Blackpurl Header > Click >
- Complete the relevant details on the New Customer window and then click on
to show more options. The More Information options are:
- Once you have clicked on the Customer Record will load for you to review.
Just type in any additional notes that you need to record on the Customer Record in this section.
Any notes retained in this section, will not print out on Customer Orders etc.
TIP: If your Customer is exempt from certain taxes, please review our article - Introduction of Account Type (includes the control of tax exemptions)