A Customer record may be added to Moveware at any time for any transaction with a customer that is invoiceable, such as storage or a Job. New Customers are added through the Details tab of the Customer Management module.  Customers may also be created from the Load or Delivery details of a Job (see Adding New Customers from a Job).

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How to Add a New Customer

1. From within the Customer Management module navigate to the Customer Details tab.
2. Select Add from the Smart Panel.  The Details fields will initialize allowing information about the new Customer to be entered.
3. Enter all the relevant information onto the tab. For a description of each field on the screen, see Customer Management – Details Fields.
4. Moveware requires a minimum amount of key details to formulate a Customer such as a Name and Country.  If these are not entered, Moveware will highlight the areas in red and will not allow the data to be saved.
5. Click Save once all the required information is entered.  Moveware will display who created the Customer and when in the bottom right corner of the screen.  A unique code is assigned to the Customer.  You can manually replace the Code with a more relevant alphanumeric code for easier searching e.g. CASH.
6. You also have the option of entering various Contacts and their relevant details in your Customer Details tab.

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