This article and video will explain how to create / add a New Customer Record to Blackpurl
The article will also advise how to edit a Customer Record if the customer's details change ie address
Video - Add a New Customer Record to Blackpurl
Article - Add a New Customer Record to Blackpurl
- From the Blackpurl Header > Click
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![User-added image](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51007241344/original/pLREqoQHdUYTH8K_idHU8DQAqWpuw_GFbA.png?1600810573)
- Complete the relevant details on the Create New Customer window and then click on
![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51124950962/original/VRF-2K_hwAp-QYg42wlDtu72dlOP6jonyg.png?1696476849)
![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51124951258/original/ii-qyBRQvgRkLyokjcQruYJ0sBg8PHzPNw.png?1696476903)
If any Additional information fields are selected and used, they will appear in the top half of the Customer Record
- Once you completed the Create New Customer you have the options of:
This will allow you to add a Customer Owned Unit attached to this new Customer Record
This will take you to the Add a New Customer Owned Unit window for you to complete
OR
This will allow you to just create a new Customer Record
Then the Customer Record will load for you to review
![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51136491054/original/ZXszRh8v_EqBluXitXRIC3cST0LSs7QupA.png?1702606767)
TIP: If your Customer is exempt from certain taxes, please review our article - Introduction of Account Type (includes the control of tax exemptions)
Article - 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