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Learn how to add your first customer to start tracking sales and building relationships.

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1

Why Add Customers?

Customer management is essential for:

2

Navigate to Add Customer

To add your first customer:

  1. Click on "Customers" in the sidebar menu
  2. Click the "Add New Customer" button
  3. Or use the quick link below:
Add Customer Now
3

Fill Customer Information

Complete these required fields:

Basic Information
First Name:
John
Last Name:
Doe
Phone Number:
+254712345678
Include country code for SMS
Optional Information
Email Address:
john.doe@email.com
Address:
123 Main Street, Nairobi
Credit Limit:
10000
Maximum credit allowed (KES)
4

Save Your Customer

After filling the form:

  1. Click the "Save Customer" button
  2. You'll see a success message
  3. The customer will appear in your customer list
  4. A unique Customer ID will be automatically generated
Pro Tip: The system automatically generates a unique Customer ID (e.g., CUST-001). You can use this ID for quick customer lookup during sales.

What's Next?

Now that you've added a customer, you can:

View All Customers
Next: Add Products
Back to Guides
Next: Add Products
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