Creating a new customer

Created by Lukas Christensen, Modified on Mon, 30 Oct 2023 at 11:22 AM by Lukas Christensen

In this article we will show how to create a new customer.

  1. First, you need to go into settings, which you can find in the top right corner.

  2. Inside settings, you need to select "new customer" at the bottom left.

  3. Fill out the information for each field.

  4. Under validation type, you have two options:
    With validation: Means it will be manually validated.
    Without: validation: Means it will only be scanned.

  5. If you are creating a broker, you need to check "is broker".

  6. Finally, click the blue button that says "create customer".

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