- 01
Open Customers
Go to the customer/business partner area and search first to avoid duplicates.
- 02
Create the customer
Enter name, address, contact details, tax number, currency and payment terms.
- 03
Save and review
Save the record and confirm the customer appears correctly before using it on a quotation or invoice.
Guide complete
Continue with the next related workflow, or return to the Guide Center to find another task.