Onboarding new customers onto Portal

Created by Peter Lancaster, Modified on Fri, 19 May, 2023 at 9:26 AM by Shaun McAllister

Onboarding new customers onto Portal

Discover How to add your new trade customers onto Portal. Once they have been added this will allow them to start to quote and order your products.


You will need to complete the following details to setup a new customer:


Company Name

Contact Number

Email

Website Address

Customer Type

Tax Rate




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