Sales App - Customers - Adding New Customers

You cannot add new customer records directly into the Sales App. Instead, template customers can be created.

In this example, we will create 3 placeholder customers for every currency we are selling in:

1. New Customer $
2. New Customer £
3. New Customer €

After the showroom appointment, we will create a new customer called 'Bluebird', open an imported order and change it from one of the placeholder customers to a new customer called 'Bluebird'.

#Create a new customer in Zedonk Web for every currency that you offer

For example, create 3 new customers:

1. New Customer $
2. New Customer £
3. New Customer €

For more details, see Customers - Add a New Customer

#From Connectors, go to actions and click on the green arrow next to [All - Export] or [Customers - Export]

#In the Sales App, run the sync to import template customers you just created

See: Sales App - Run Sync

#Template Customers will be visible in all currencies on the Sales App

#Create orders using one of the Template Customer

For example, select 'New Customer £':

1. Add Customer name to ORDER REF - this will go through to Zedonk Web
2. Add any details you have about the customer to NOTES - this will go through to Zedonk Web

#Submit Order to Zedonk Web

#Add the new client in Zedonk Web

For example, 'Bluebird':

For more details, see Customers - Add a New Customer

#From Orders, find and open the order for the Template Customer you submitted from the Sales App

#In the Order, click [Actions] and [Change Customer]

#Select the customer entry you created in Zedonk Web and click [OK]

For example, 'Bluebird'

#All products and quantities will display