To create a new customer in Mendato, follow these steps:
Steps to Create a Customer:
Go to Master Data:
Open the Master Data item in the main menu.
Select Customers:
In the submenu, click Customers.
Create a new customer:
On the right side, you will find the New Customer button. Click it to open the form for creating a new customer.
Create a New Customer
Click New Customer and fill in the following fields:
Enter customer data: Fill in the required fields:
Customer Name & Address: The name of the company or person the order is created for, as well as the customer's street, house number, postal code, city, and country.
Contact information: Email address, phone number, and other relevant contact details.
Invoice information: Add the introductory and closing text for invoices here if it is specific to this customer. You can also set the due date of the invoices.
Save the customer:
Once you have entered all the required information, click Create to create the new customer.
After these steps, the new customer will appear in the customer overview and can be used for objects, orders, invoices, and other processes. The customer number is assigned automatically by the system and cannot be changed afterwards.
Optional: Additional Information
Via import, all customers can be imported at the same time, including their own customer numbers, see Importing Customers.
You can return to the customer details at any time later to add additional information such as bank details, notes, or files.
A different customer billing address can be stored in the respective object.