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Microsoft Business Central

How To Create A New Customer

TO CREATE A NEW CUSTOMER FOLLOW THESE STEPS;



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How it's done


STEP 1: Click on the search icon at the top right and type in “CUSTOMERS”. A list drops down then select the related link.




STEP 2: Among the options available select "NEW".





STEP 3: Fill in the spaces provided for "NAME" and "ADDRESS" on the customer card and spaces with the red indicator on the page. Modify the fields as appropriate on the customer card. Click on the reverse arrow at the top left corner and the customer is created and saved.





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