Skip to main content

How to add a new customer?

Updated this week

Visibility new customer form

If the new customer form module is enabled in the backend of the B2B, you can use the button in the customer selection screen to register a new customer. If the new customer must be able to order immediately then a customer number has to be set in the B2B as an standard temporary new customer. And you can also connect a salesagent code to the new customer.

Customer prices
The applicable prices sent from your ERP will be applied. After these have been loaded, you will be taken to the dashboard.


Required fields
All required fields are marked with a red asterisk. It's not possible to determine which fields are required; this is a standard format.


Send
The ‘Send’ button is located at the very bottom of the form. If all required fields have been filled in and input validation is OK, the form will be sent.


Cancel
Click on the <Back button to cancel the request.

Did this answer your question?