How To Create Customers

Customer information is one of the most valuable types of data that businesses can use to improve their marketing and sales efforts. It may help businesses better engage with their customers and provide a more personalized experience.

With the right data to support you in personalizing your approach you will be able to give the best services. Moiboo helps in creating a strong database and enables you to fetch all the data from time to time.

Step 1 > Under Agreements tab click on “Customers.”

Step 2 > Click On “Add a customer”.

Step 5 > Enter Customer Name

Step 6 > Enter Customer Mobile No. 

Step 7 > To fill all in all the relevant details here like Address, Accounting, Identification, Multivehicle, GST Click On “More Details”.

This is Primary field in Customer creation under More Details. The fields are optional. When all the details are entered here, Moiboo will fetch all the details and make your work more user friendly. All the customer details like Date of Birth,Licence details, Email Id, Website, can be entered here.

The Next field is the Address of the customer. All the details are entered here. For the Shipping address, select the option Same as billing address or enter different details.

In the Accounting Field details regarding the accounts, credit period, terms of payment can be updated. This is an optional field you can use if you want to set custom payment terms for this customer. 

In the Identification field the Customers IC and details can be stored

In the Contact field, there is an option to add contacts of important people from their organisation. All the contact details can be stored and Moiboo will help to fetch the details during transactions in the software.

The details regarding GST can be entered in this field below.

  Finally Click on “Create”