Creating a New Customer Record
Summary
Before you can sell your products and/or services, you must create a
customer.
- Return to the Main Menu. (Clicking the WebSBA logo will always take
you there.)
- Click Create New Customers under the Customers / Sales Orders
module.
- Enter a Customer Name and any other data you have. Click Save
Customer.
- You will receive confirmation that the new customer's record has been
created.