This article will explain how to create / add a New Customer record to Blackpurl and also advise how to edit a Customer record if the customer's details change ie address
Add a New Customer Record to Blackpurl
- From the Blackpurl Header > Click
> 
- Complete the relevant details on the New Customer window and then click on
1. If the information you are entering matches an existing customer, that existing customer will list in the area under 
2. You have the choice to create an Individual or Business customer - see the two available tabs above
3. If the Customer has given you additional information that you want to record, click on
to show more optionsThe Add More Information options can include:
If any Add more information fields are selected and used, they will appear in the top half of the Customer Record.
- Once you have clicked on
the Customer Record will load for you to review
There is a NOTES section which is an open text field that you can type notes about the Customer
Any notes retained in this section, will not print out on Customer Orders etc
TIP: If your Customer is exempt from certain taxes, please review our article - Introduction of Account Type (includes the control of tax exemptions)
How to edit a Customer Record
It may become necessary to edit / change details on a Customer Record ie a new address or phone number etc
Navigate to the relevant Customer Record and click on 
This will open up the EDIT window for you to make your changes - once you have made your changes - don't forget to click on SAVE
