Create Business Customer Profile

Step 1

From Customer Management page, click Add Customer.

Step 2

Add Customer slide-out modal will appear.

By default, Customer Type and Location are set to Individual and Main respectively.

Step 3

To add a Business type Customer, click Customer Type dropdown and select Business.

Step 4

Populate the required fields when adding Business type Customers.

Step 5

Click Add new Customer.

A message will be displayed when adding a customer record is successful.

Step 6

Click OK.