Creating a New Customer Record

Summary

Before you can sell your products and/or services, you must create a customer.

  1. Return to the Main Menu. (Clicking the WebSBA logo will always take you there.)
  2. Click Create New Customers under the Customers / Sales Orders module.
  3. Enter a Customer Name and any other data you have. Click Save Customer.
  4. You will receive confirmation that the new customer's record has been created.