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Adding a Customer Organisation

Learn how easily you can add a customer organisation either by entering only the required data or by entering all the details in the page using Batoi Apps Cloud.

There are two sections in the Add Customer page namely 'Required Section' in which only the required fields will appear and the other one is 'Advanced Section' in which the fields which are not required will appear. If you want to fill information also in the 'Advanced Section' then click on the 'Advanced' link or the 'Down Arrow' link as shown in Figure 1.

Figure 1
Figure 1

In the 'Add Customer' page as shown in Figure 2, fill in the following information about a Customer Organisation. Each step shown in Figure 2 is explained in the below table.

Figure 2
Figure 2
Sl. No. Name Type Description
1 Name Required Enter the name of the customer organisation
2 Organisational Unit Required Select a value from the drop-down menu
3 Category Required Select a value from the drop-down menu
4 Primary Contact Required Select an existing primary contact or create a new primary contact for the customer organisation

The 'Customer Code' will only appear in the Edit Customer Organisation page. If for 'Customers' menu the record identifier is selected as 'Custom' in the 'Unique Record Identifier' page, then the Customer code will be generated as Unique and then in the Edit Customer Organisation page you can edit the code.

To add a new Customer User as a Primary Contact for the new Customer Organisation, you need to add information in the 'Add Customer User' section as shown in Figure 3. Each step shown in Figure 3 is explained in the below table.

Figure 3
Figure 3
Sl. No. Name Type Description
1 Disable/Enable Login Required The login for a user is disabled by default. If you want to enable login for a user, then switch the toggle on. By enabling login, you can set a password for a specific user
2 First Name Required Enter the first name of the customer user
3 Last Name Required Enter the last name of the customer user
4 Email Required Enter the email address of the customer user
5 Mobile Number Required Enter the mobile number of the customer user
6 Password Required Enter the password that you would like to set for the user account
7 Retype Password Required Retype the password that you have set for the user account
8 Designation Required Select a value from the drop-down menu
9 Additional Notes Optional Enter additional notes (if any)
The 'User Code' will only appear in the Edit Customer User page. If for 'People' menu the record identifier is selected as 'Custom' in the 'Unique Record Identifier' page, then the User code will be generated as Unique and then in the Edit Customer User page you can edit the code.

To select an Existing Primary Contact, switch the toggle to 'Existing' as available in the 'Primary Contact' heading. Upon doing so, the list of all the existing Customer Users will appear in the 'Select Customer User' drop-down menu from where you can select the Customer User as shown in Figure 4.

Figure 4
Figure 4

If the 'Advanced Section' is clicked, then the Add Customer Organisation page will appear as shown in Figure 5. Each step shown in Figure 5 is explained in the below table.

Figure 5
Figure 5
Sl. No. Name Type Description
1 Street Address Optional Enter the street address of your customer organisation
2 Country Optional Select a value from the drop-down menu
3 State Optional Select a value from the drop-down menu
4 City Optional Select a value from the drop-down menu
5 Zip/Pin Optional Enter the zip/pin code of your customer organisation
6 Telephone Number Optional Enter the contact number associated with your customer
7 Fax Number Optional Enter the fax number
8 Website Optional Enter the website name of your customer organisation
9 Industry Optional Select a value from the drop-down menu
10 Additional Notes Optional Enter an additional notes for your customer organisation
11 Tax Name 1 Optional Enter the tax name associated with your customer organisation
12 Tax Number 1 Optional Enter the tax number associated with your customer organisation
13 Tax Name 2 Optional Enter the other tax name associated with your customer organisation (if any)
14 Tax Number 2 Optional Enter the other tax number associated with your customer organisation (if any)
15 Identification Code Name Optional Enter the identification code name of your customer organisation
16 Identification Code Value Optional Enter the identification code value of your customer organisation
17 + Add More Optional Click to add more identification codes
Once you are done with, click on the 'Save' button as shown in Figure 5 to save your information. You can then see that the new 'Customer Organisation' is now available on the Customers list page.

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