This article will explain how to create / add a New Customer record to Blackpurl and also advise how to edit a Customer record if the customer's details change ie address

Add a New Customer Record to Blackpurl

  1. From the Blackpurl Header > ClickUser-added image User-added image

User-added image
  1. Complete the relevant details on the New Customer window and then click on User-added image

User-added image

1.  If the information you are entering matches an existing customer, that existing customer will list in the area under User-added image

2.  You have the choice to create an Individual or Business customer - see the two available tabs above
3.  If the Customer has given you additional information that you want to record, click on
User-added image to show more options
The Add More Information options can include:

User-added image

 If any Add more information fields are selected and used, they will appear in the top half of the Customer Record.

  1. Once you have clicked onUser-added imagethe Customer Record will load for you to review

There is a NOTES section which is an open text field that you can type notes about the Customer 
Any notes retained in this section, will not print out on Customer Orders etc


If your Customer is exempt from certain taxes, please review our article - Introduction of Account Type (includes the control of tax exemptions)

How to edit a Customer Record 

It may become necessary to edit / change details on a Customer Record ie a new address or phone number etc

Navigate to the relevant Customer Record and click on User-added image

This will open up the EDIT window for you to make your changes - once you have made your changes - don't forget to click on SAVE