This article will explain how to create / add a New Customer Record to Blackpurl and also show how to edit a Customer Record if the customer's details change ie address



Add a New Customer Record to Blackpurl


There are two options:


Option one


  • From the Blackpurl Header > Admin - Customers -



Option two


  • When in Sell section and adding a Customer to the Customer Order

    Type in the name and if it does not turn up for selection, click




After you selected which option, the screen will be the same 



  • Complete the relevant details on the Create New Customer window and then click on either



1.  If the information you are entering matches an existing customer, that existing customer/s will list in the 
area under  that way you can see if you are creating a duplicate customer


2.  You have the choice to create an Individual or Business customer - see the two available tabs above
   
3.  There are additional information fields that you can select, if required

If any Additional information fields are selected and used, they will appear in the top half of the Customer Record


  1. 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




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 User-added image




  • 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