{"id":12965,"date":"2023-08-03T11:41:44","date_gmt":"2023-08-03T06:11:44","guid":{"rendered":"https:\/\/moiboo.com\/support\/docs\/rogan-documentation\/car-dealer-software-12891\/settings-12963\/how-to-create-customers\/"},"modified":"2026-02-21T11:40:41","modified_gmt":"2026-02-21T06:10:41","slug":"how-to-create-customers-12965","status":"publish","type":"docs","link":"https:\/\/moiboo.com\/support\/docs\/rogan-documentation\/car-dealer-software-12891\/settings-12963\/how-to-create-customers-12965\/","title":{"rendered":"How To Create Customers"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step 1 &gt; Under Agreements tab click on \u201cCustomers.\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step 2 &gt; Click On \u201cAdd a customer\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img fetchpriority=\"high\" decoding=\"async\" width=\"604\" height=\"203\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/CC.jpg\" alt=\"\" class=\"wp-image-13090\" style=\"width:356px;height:auto\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/CC.jpg 604w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/CC-300x101.jpg 300w\" sizes=\"(max-width: 604px) 100vw, 604px\" \/><\/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, GST Click On \u201cMore Details\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" width=\"579\" height=\"246\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/32-1.jpg\" alt=\"\" class=\"wp-image-13794\" style=\"width:384px;height:auto\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/32-1.jpg 579w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/32-1-300x127.jpg 300w\" sizes=\"(max-width: 579px) 100vw, 579px\" \/><\/figure>\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 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.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" width=\"510\" height=\"436\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/33-1.jpg\" alt=\"\" class=\"wp-image-13795\" style=\"width:378px;height:auto\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/33-1.jpg 510w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/33-1-300x256.jpg 300w\" sizes=\"(max-width: 510px) 100vw, 510px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The Next field is the <strong>Address<\/strong> of the customer. All the details are entered here. For the&nbsp;Shipping 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=\"432\" height=\"424\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/34-1.jpg\" alt=\"\" class=\"wp-image-13796\" style=\"width:386px;height:auto\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/34-1.jpg 432w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/34-1-300x294.jpg 300w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/34-1-70x70.jpg 70w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/34-1-16x16.jpg 16w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/34-1-50x50.jpg 50w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/34-1-18x18.jpg 18w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/34-1-20x20.jpg 20w\" sizes=\"(max-width: 432px) 100vw, 432px\" \/><\/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=\"445\" height=\"312\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/35-1.jpg\" alt=\"\" class=\"wp-image-13797\" style=\"width:380px;height:auto\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/35-1.jpg 445w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/35-1-300x210.jpg 300w\" sizes=\"(max-width: 445px) 100vw, 445px\" \/><\/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=\"522\" height=\"318\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/40.jpg\" alt=\"\" class=\"wp-image-13800\" style=\"width:369px;height:auto\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/40.jpg 522w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/40-300x183.jpg 300w\" sizes=\"(max-width: 522px) 100vw, 522px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">In the <strong>Contact<\/strong> 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.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"539\" height=\"305\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/38-1.jpg\" alt=\"\" class=\"wp-image-13799\" style=\"width:357px;height:auto\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/38-1.jpg 539w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/38-1-300x170.jpg 300w\" sizes=\"(max-width: 539px) 100vw, 539px\" \/><\/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=\"586\" height=\"342\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/39.jpg\" alt=\"\" class=\"wp-image-13801\" style=\"width:348px;height:auto\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/39.jpg 586w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/39-300x175.jpg 300w\" sizes=\"(max-width: 586px) 100vw, 586px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>&nbsp; <\/strong>Finally Click on \u201cCreate\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":12963,"menu_order":94,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-12965","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"acf":[],"_links":{"self":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/12965","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=12965"}],"version-history":[{"count":3,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/12965\/revisions"}],"predecessor-version":[{"id":13802,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/12965\/revisions\/13802"}],"up":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/12963"}],"wp:attachment":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/media?parent=12965"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/doc_tag?post=12965"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}