Create New Customer Screen

Creating a New Customer

By clicking the [Create New Customer] button on the “Create New Order” screen, you can assign the order to a new customer whose information will be automatically stored in the system, rather than having to enter the customer information in the “Leads”, “Contacts”, or “Accounts” sections.

Enter the customer’s contact information, billing address, shipping address (un-checking the “Same as Billing” will bring up the appropriate fields to enter the shipping address), and credit card information. Click the [Save Customer and Continue] button to store the customer in Opentaps and return to the Create New Order screen.

Clicking the [Return to Order] button will take you back to the Create New Order screen without adding the customer to your database.