{"id":13314,"date":"2023-08-15T09:12:31","date_gmt":"2023-08-15T03:42:31","guid":{"rendered":"https:\/\/moiboo.com\/support\/docs\/rogan-documentation\/theme-settings\/settings-13312\/how-to-create-customers\/"},"modified":"2026-02-21T11:40:41","modified_gmt":"2026-02-21T06:10:41","slug":"how-to-create-customers-13314","status":"publish","type":"docs","link":"https:\/\/moiboo.com\/support\/docs\/rogan-documentation\/theme-settings\/settings-13312\/how-to-create-customers-13314\/","title":{"rendered":"How To Create Customers"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><em>A customer database helps you improve customer retention, increase revenue, and increase the value of each customer.<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>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 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 datas from time to time.<\/em><\/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 \u201cCustomers.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step 4 > Click on Add Customer.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"327\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/CU-1-1024x327.jpg\" alt=\"\" class=\"wp-image-13406\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/CU-1-1024x327.jpg 1024w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/CU-1-300x96.jpg 300w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/CU-1-768x245.jpg 768w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/CU-1-1536x490.jpg 1536w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/CU-1.jpg 1918w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Step 5 > Enter the Customer Name &amp; Mobile No.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step 6 > To fill all in all the relevant details here like Address, Accounting, Identification, Multivehicle, \u00a0\u00a0<\/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-large\"><img decoding=\"async\" width=\"1024\" height=\"292\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/Cu-2-1024x292.jpg\" alt=\"\" class=\"wp-image-13407\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/Cu-2-1024x292.jpg 1024w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/Cu-2-300x86.jpg 300w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/Cu-2-768x219.jpg 768w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/Cu-2-1536x438.jpg 1536w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/Cu-2.jpg 1910w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/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,Email Id,Website,car details can be entered here.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"956\" height=\"792\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/Cu3-1.jpg\" alt=\"\" class=\"wp-image-13408\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/Cu3-1.jpg 956w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/Cu3-1-300x249.jpg 300w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/Cu3-1-768x636.jpg 768w\" sizes=\"(max-width: 956px) 100vw, 956px\" \/><\/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\u00a0Shipping address, select the option\u00a0Same as billing address\u00a0or enter different details.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"862\" height=\"835\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/Cu4.jpg\" alt=\"\" class=\"wp-image-13409\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/Cu4.jpg 862w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/Cu4-300x291.jpg 300w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/Cu4-768x744.jpg 768w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/Cu4-16x16.jpg 16w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/Cu4-18x18.jpg 18w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/Cu4-20x20.jpg 20w\" sizes=\"(max-width: 862px) 100vw, 862px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"962\" height=\"768\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/cu5.jpg\" alt=\"\" class=\"wp-image-13410\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/cu5.jpg 962w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/cu5-300x240.jpg 300w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/cu5-768x613.jpg 768w\" sizes=\"(max-width: 962px) 100vw, 962px\" \/><\/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\"><img loading=\"lazy\" decoding=\"async\" width=\"963\" height=\"392\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/Cu6.jpg\" alt=\"\" class=\"wp-image-13411\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/Cu6.jpg 963w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/Cu6-300x122.jpg 300w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/Cu6-768x313.jpg 768w\" sizes=\"(max-width: 963px) 100vw, 963px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">In the <strong>Contact<\/strong> field the details of a specific person of the organization can be updated along with details like designation and contact number.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"963\" height=\"397\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/Cu7.jpg\" alt=\"\" class=\"wp-image-13412\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/Cu7.jpg 963w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/Cu7-300x124.jpg 300w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/Cu7-768x317.jpg 768w\" sizes=\"(max-width: 963px) 100vw, 963px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The details regarding <strong>GST<\/strong> can be updated here.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"960\" height=\"297\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/Cu8.jpg\" alt=\"\" class=\"wp-image-13413\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/Cu8.jpg 960w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/Cu8-300x93.jpg 300w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/Cu8-768x238.jpg 768w\" sizes=\"(max-width: 960px) 100vw, 960px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Finally Click on \u201cCreate<\/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 data to support you in personalizing your approach you will be able [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":13312,"menu_order":122,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-13314","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"acf":[],"_links":{"self":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/13314","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=13314"}],"version-history":[{"count":2,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/13314\/revisions"}],"predecessor-version":[{"id":13414,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/13314\/revisions\/13414"}],"up":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/13312"}],"wp:attachment":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/media?parent=13314"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/doc_tag?post=13314"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}