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How to Create a New Customer

To create a new customer in Silo:

  1. Navigate to Contacts > Customers
  2. Press the Add new button in the header
  3. Enter the required information (company name, net D, and price sheet)
  4. Press Add customer—you should now see the customer you just created appear in your customer list

Screenshot 2024-05-24 at 14.17.37.png

 

 

To add a new customer while placing a sales order:

  1. Navigate to Orders > Sales Orders > New Order
  2. Press Add new above the Customer field
  3. Enter the required information (company name, net D, and price sheet)
  4. Press Add customer—the customer now exists and is automatically selected in the Customer field

Screenshot 2024-05-24 at 14.21.45.png

 

For further information on how to edit a customer, see the following article: