Create Customer

How to create a Customer ?

1. Log into LaserQuote via the provided address :

2. Navigate to the top left section of the menu toolbar and click " Customers and Orders" . A drop down option will appear ; Select "New Customer"

3. The New Customer wizard screen opens up and now you can start entering the details relevant to your new customer . Please note the some attributes are required . Also note that Location is required throughout the system and at least one location can be setup via the System settings.

This first screen records the Main company details . When completed just select "Next" .

4. The next screen will allow the recording of delivery details . Observe that if the details are identical with the ones from the Main screen then you could use the "Copy from Main" button and the data will be filled in automatically . Click Next to continue .

5. The last screen is  reserved for various notes . None of the attributes here are required . Select "Create Customer when done .