Creating a Customer

In this article you will learn the steps to create a new customer in Koble with accurate and complete information for future reference and transactions.

Key Steps

1. Access the home screen and hover over the entity option to select "Customer" or use the search bar to find "New Customer Guide."

2. Follow the guide instructions on the right side of the screen.

3. Enter the customer's category, name, and address as prompted.

4. Check if the contact already exists; if so, attach the entity to the existing contact or create a new one.

5. Fill in additional information such as primary email, terms, payment type preferences, price level, and ID.

6. Optionally, upload a logo or photo for the customer account.

7. Close the entity to save the customer information.

Cautionary Notes

• Ensure that all information entered is accurate and up-to-date.

• Double-check for any existing contacts to avoid duplication.

• Pay attention to terms, payment preferences, and price levels to set up the customer account correctly.

Tips for Efficiency

• Use the tab key to navigate through fields quickly.

• Validate the address details for accuracy and completeness.

• Set defaults for ID for consistency and efficiency.

• Save time by setting default payment types for recurring customers.

• Review the created customer entity for any errors before closing to ensure accuracy.