Add New Customer
In TERA, you get the feature through which you can keep the records of your customers. To add a new customer, please follow the below steps:
- Go to Sales> Customers.
- There you will see a button on the right hand side of the screen as “Add New Customer”. Click that button to add a new customer.
- Once you click that, you will get a dialogue box named New Customer. In the first section, you need to fill the general details of the customers. Once you fill that, then it follows up by three tabs→ Address, Contact Persons, and Others.
- You need to fill all these sections first before submitting the form. In the address tab you can mark the address the same as the billing address for the shipping address if that’s the case. In the contact tab, you can also provide access to the portal. In others tab, you will have to fill the payment terms and tax information if applicable. Once all is done, then hit the submit button to finish.