Adding a Customer

OrdersTracker lets you keep track of your repetitive customers by adding their basic information such as Company Name, First Name, Last Name, Telephone, Email, etc.

You can add as many customers as required in the system.

The procedure for adding a customer is as follows:

  1. Tap in the Top Bar.
    A popup menu displays.
  2. From the popup menu, tap Master Data.
  3. Under Master Data, tap Customers.
    The Customers page displays. In this page, you can view the list of existing customers.
  4. Tap Add Customer to add a new customer.
    The Add Customer dialog displays.
  5. In this dialog, specify the following parameters:
    1. Company Name: Specifies the customer’s company name. This field is mandatory.
    2. Telephone: Specifies the customer’s telephone number.
    3. Email: Specifies the customer’s Email address.
    4. First Name: Specifies the customer’s First name.
    5. Last Name: Specifies the customer’s Last name.
    6. Street: Specifies the customer’s street address.
    7. Zip Code: Specifies the customer’s zip code.
    8. City: Specifies the customer’s city.
    9. Country: Specifies the customer’s country.
  6. After specifying the required parameters, tap Add.
    The customer’s information adds to the system.