Adding New Customer

In this section of the manual, you will know how to add a new customer.

The following steps need to be followed for adding a new customer on new UI:

1. Log-in to the instance with the user Id and password and you will see the below screen. Click on ‘Customers’ first and then click on ‘Add new Customer’ button as shown.

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2. Once you click on ‘Add new Customer’ button, you will see the below screen. Fill all the mandatory fields as required. Then click on ‘Create’ button.

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When you click on ‘Gender’ drop-down, you will see different options to choose from. These options are viewable under Admin Home → System → Manage Codes → Search for ‘Gender’ (in the search box) → View Code (on clicking three dots along the row). Once you click on ‘View’, you will see the below screen.

Similarly, when you click on ‘Marital Status’ drop-down, you will see different options to choose from. These options are viewable under Admin Home → System → Manage Codes → Search for ‘Marital Status’ (in the search box) → View Code (on clicking three dots along the row). Once you click on ‘View’, you will see the below screen.

3. Once you click on ‘Create’ button, you will see a pop-up as shown which confirms that new customer has been created.

4. Once you click on ‘Okay’ button, you can see the below screen which shows new customer details entered by you.