Adding Customers to an order

The first thing you'll need to do in your new quotation is add your customer.

SalesMaster remembers your past customers so we have devised a clever method of checking to see if the customer you are about to add is already there!

Click on the red heading that says 'Customer' to reveal the customer section. If a customer has not yet been added to the order, click on the 'Select the Customer' area. This will open a search panel where you can search SalesMaster for an existing customer contact. If the customer cannot be found, there is an option to create a new customer record.

Once a customer has been added the 'Customer' header will display as blue.

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