NavigateERP for African business

How do I create a new customer?

Add the customer once; use them on every document.

Steps

  1. Go to Sales โ†’ Customers and click New customer.
  2. Enter the name, phone, email and KRA PIN.
  3. Choose their customer group (it sets their receivable account and prices) and credit terms.
  4. Click Save.

Good to know

  • On a sale you can also create a walk-in customer with just a name and phone.