1. Click the add icon which will load a blank form on the right hand side, from here fill in the Customer's information. 
    Some of the fields such as Customer Name, Contact, Email, Telephone, Customer No and Financial Code are required for you save a new customer and will be highlighted red if not filled in.

    Note that Addresses are selected via dropdown on this form rather than explicitly typed in.
    If the address you require doesn't appear on the list, click the 3-Dots icon at the end of the field and then the Add icon after which you can enter in a new address and then click Save . It should then be selectable via the dropdown menu on the form.

     
  2. Once the information has been filled out click the save icon and you will receive a confirmation that the customer has been added. 
    Click the refresh icon above the left-hand list of customers.
    The new customer will be then appear in the left-hand table. 

    When a new customer has been added, additional options will then become available above their details:


    See:
    Customer Overview Report
    Customer Product Usage
    Deleting a Customer