Add a New Customer

Step

Action

1

Select the Customer button on the bottom toolbar and then select New Customer.

2

Enter the information for the required fields and select Create at the bottom of the form.

3

If the customer account is being modified (new contact, edit contact, edit default billing and / or shipping contact), the changes are made in the current session only and then replicated upon order creation or clicking save customer button.

• The Checkout button will change to display "Create Customer" if no items are in the order yet, providing the ability to save the customer data without placing an order. Once system replication occurs, the updated or new customer is available.

• If the new customer is placing an order, the Create Customer button turns to the standard Checkout button once products are added to the order.