{"id":12183,"date":"2023-07-07T22:53:00","date_gmt":"2023-07-07T17:23:00","guid":{"rendered":"https:\/\/moiboo.com\/support\/docs\/rogan-documentation\/faqs\/settings-12181\/how-to-create-customers\/"},"modified":"2026-02-21T11:40:40","modified_gmt":"2026-02-21T06:10:40","slug":"how-to-create-customers-12183","status":"publish","type":"docs","link":"https:\/\/moiboo.com\/support\/docs\/rogan-documentation\/faqs\/settings-12181\/how-to-create-customers-12183\/","title":{"rendered":"How To Create Customers"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">A customer database helps you improve customer retention, increase revenue, and increase the value of each customer.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The more you know about prospects, the better you\u2019ll be able to cater to them. Customers want to feel unique and cared for. With the right date 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 datas from time to time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step 1 &gt; Go to \u201cSettings\u201d under \u201cSetting Tab\u201d.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step 2 &gt; Click On \u201cIncome\u201d &amp; go to \u201cCustomers\u201d under Customer Setting.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step 3 &gt; Click On \u201cCustomer\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img fetchpriority=\"high\" decoding=\"async\" width=\"532\" height=\"252\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS40.jpg\" alt=\"\" class=\"wp-image-13570\" style=\"width:402px;height:auto\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS40.jpg 532w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS40-300x142.jpg 300w\" sizes=\"(max-width: 532px) 100vw, 532px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Step 4 &gt; Click On \u201cAdd Customer\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" width=\"571\" height=\"236\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/07\/cc2.jpg\" alt=\"\" class=\"wp-image-12520\" style=\"aspect-ratio:2.4170403587443947;width:401px;height:auto\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/07\/cc2.jpg 571w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/07\/cc2-300x124.jpg 300w\" sizes=\"(max-width: 571px) 100vw, 571px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Step 5 &gt; Enter Customer Name<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step 6 &gt; Enter Customer Mobile No.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step 7 &gt; To fill all in all the relevant details here like Address, Accounting, Identification, Multivehicle,&nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">GST Click On \u201cMore Details\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" width=\"630\" height=\"314\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS43-1.jpg\" alt=\"\" class=\"wp-image-13583\" style=\"aspect-ratio:2.244979919678715;width:438px;height:auto\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS43-1.jpg 630w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS43-1-300x150.jpg 300w\" sizes=\"(max-width: 630px) 100vw, 630px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><a>&nbsp;&nbsp;&nbsp;<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This is<strong> Primary<\/strong> field in Customer Creation, under more details. The fields are optional. When all the <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">details are entered here, Moiboo will fetch all the details and make your work more user friendly. All<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"> the customer details like Date of Birth, Email Id, Website, car details can be entered here.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"548\" height=\"593\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS44-1.jpg\" alt=\"\" class=\"wp-image-13584\" style=\"aspect-ratio:1.2229299363057324;width:372px;height:auto\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS44-1.jpg 548w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS44-1-277x300.jpg 277w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS44-1-16x16.jpg 16w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS44-1-18x18.jpg 18w\" sizes=\"(max-width: 548px) 100vw, 548px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">&nbsp;The Next field is the <strong>address<\/strong> of the customer. All the details are entered here. For the&nbsp;Shipping &nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">&nbsp; address, select the option&nbsp;Same as billing address&nbsp;or enter different details.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"564\" height=\"456\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS45-1.jpg\" alt=\"\" class=\"wp-image-13585\" style=\"aspect-ratio:1.1784232365145229;width:372px;height:auto\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS45-1.jpg 564w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS45-1-300x243.jpg 300w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS45-1-370x300.jpg 370w\" sizes=\"(max-width: 564px) 100vw, 564px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">In the <strong>Accounting <\/strong>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.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"562\" height=\"360\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS46-1.jpg\" alt=\"\" class=\"wp-image-13587\" style=\"aspect-ratio:1.1883116883116882;width:390px;height:auto\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS46-1.jpg 562w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS46-1-300x192.jpg 300w\" sizes=\"(max-width: 562px) 100vw, 562px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">In the <strong>Identification<\/strong> field the Customers IC and details can be stored<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"585\" height=\"322\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS47-1.jpg\" alt=\"\" class=\"wp-image-13588\" style=\"aspect-ratio:2.152941176470588;width:458px;height:auto\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS47-1.jpg 585w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS47-1-300x165.jpg 300w\" sizes=\"(max-width: 585px) 100vw, 585px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">In the <strong>Multivehicle<\/strong> field, if a customer has more than one vehicle, this field is used. All the vehicles\u2019 details can be stored and Moiboo will help to fetch the details during transactions in the software.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"685\" height=\"268\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS48-1.jpg\" alt=\"\" class=\"wp-image-13589\" style=\"aspect-ratio:2.026315789473684;width:455px;height:auto\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS48-1.jpg 685w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS48-1-300x117.jpg 300w\" sizes=\"(max-width: 685px) 100vw, 685px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The details regarding <strong>GST<\/strong> can be entered in this field below<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"210\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS49.jpg\" alt=\"\" class=\"wp-image-13590\" style=\"aspect-ratio:2.7254901960784315;width:455px;height:auto\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS49.jpg 680w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS49-300x93.jpg 300w\" sizes=\"(max-width: 680px) 100vw, 680px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Finally Click on \u201cCreate\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A customer database helps you improve customer retention, increase revenue, and increase the value of each customer. The more you know about prospects, the better you\u2019ll be able to cater to them. Customers want to feel unique and cared for. With the right date to support you in personalizing your approach, you will be able [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":12181,"menu_order":26,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-12183","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"acf":[],"_links":{"self":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/12183","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/comments?post=12183"}],"version-history":[{"count":4,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/12183\/revisions"}],"predecessor-version":[{"id":13591,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/12183\/revisions\/13591"}],"up":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/12181"}],"wp:attachment":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/media?parent=12183"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/doc_tag?post=12183"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}