How to add a new Customer Information?

To add a new customer information on the site,

1. On the catfish administration page, navigate to Customers->Customers.

The Customers page is displayed.

2. Click on Add new.

The Add new customer page is displayed.

3. Enter the following details:

Option Description
Customer Info

Helps you add basic customer information.

  • Email - Enter the email of the customer. The email id will also be the username for the customer.
  • Password - Enter a password.
  • Gender - Select the gender.
  • First/Last name - Enter the first/last name.
  • Company name - Enter the company name. 
  • Address - Enter the complete address.
  • Postcode - Enter the postal code.
  • Town - Enter the town name.
  • Phone - Enter the phone number.
  • Admin comment - Add a comment for this customer for the admin to view. While printing, the admin would see this comment.
  • Is tax exempt - Select this option if you want to make the customer exempted from Tax.
  • Active - Select this option if the customer is active.
Customer Roles
  • Choose the customer role that you want to assign to the customer. Each customer role has added rights and benefits.

If the customer role is not listed, you can create a new customer role. See How to add a new Customer Role.

  • Select the print location from the drop-down menu.

4. Click Save.

The customer details will be added.

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