Process Server Software - How to Add a New Customer
In this video we cover how to add new customer to your account. When you are ready to begin entering orders, you will first need to add your customers.
From the home screen you will go to the Customers Tab. Once on the customers tab click the drop down list and select Add New Customer. Add all information that you want to store about your customer.
Select the price sheet you want to use for the customer. The price sheet defines the default price for items when adding orders. You can add more than one price sheet by going to the configuration tab but each customer is only assigned to one price sheet. Then click Add New Customer.
When the customer is added you will get a message with the new customer ID. If you wanted to verify or need to modify the customer information in the future this can be done by selecting the customer
name from the drop down list.