Setting up your customer information allows you to list your customers and better organize sales services.It is a step prior to the sale of products that allows you to analyze your sales.
This key step, prior to sales management, makes it possible to organize services and obtain a precise and segmented sales analysis downstream.
Customer information is accessible in the Settings tab of the main menu, Customer section
1. Click on the " Create " button represented by a blue " + " at the bottom left
2. Fill in the fields (name, company name, SIRET, VAT number)
3. Validate by clicking on the " Create " button
It is also possible to create a customer through the sales list screens (always via the " + ")
Or even from a customer's page (always via the " + "), which allows you to concentrate on the task of creating all your customers one after the other.