28.3.4 Adding a customer
To be able to start selling, we must create a customer account. Go to 'Sales' and then to 'Add and Manage Customers'. Fill in the form along the lines of what you see below:
Important: In ArchivistaERP the address is always entered in a memo field. At the same time the formatting of the address is defined.
In order to create a customer account, click on 'Add New Customer'. Additionally, for every client we must open a branch. You will find this under 'Add branches for this customer':
Please note that every branch will need a new address where the the invoice and delivery can be entered. In our case, we simply copy the company's address details.
2024-02-28 (c) by Archivista GmbH, CH-8118 Pfaffhausen