How do I add my Customers?

ADDING CUSTOMERS TO THE ADDRESS BOOK 

To add your customers to the database you should follow the steps below:

• Go to the customer dashboard by clicking Customers/Manage on the menu
• Click on the plus sign in the upper right of the screen to add a customer (+) and your customer window will pop open
• Under Customer type – designate Business or Individuals, type in the customer name (you do not have to save until you are done adding all information)
  • We suggest you set your customers up as business and put the many contacts and addresses under the business
• Click Addresses tab, click Add New Address (link in upper right)… add the address if this is a default address click make default, as during check out it will default to this address. CLICK ADD
• Click Contacts / Add New Contact (link in upper right)
  • Add each of the contacts you have for this department, after adding each CLICK ADD.
  • Be sure to identify who is the default contact by putting a check in the Make Default Contact.
• CLICK SAVE CUSTOMER When you are finished with this customer