Though you can certainly create a new customer record during your order, you may choose to create your customer record separately before that customer has ordered anything from you. To do so:
- Click the Main Menu, then go to Sales > New Customer
- Fill in the Customer Name and enter any other details you’d like to capture.
- When you’re satisfied with your entry click Save.
Details such as your customer’s taxing scheme, payment terms, method or their specific pricing scheme (eg. if they are a wholesale customer you may want to make their default scheme the “Wholesale Prices” scheme) can be selected here.
