How to add a customer to the dashboard

Every order in Tough Commerce must be associated with a customer. You can create a customer profile before you have all of their contact information — a phone number or email address is not required to create the customer.

You can add and update customer contacts separately after the customer has been created.

Steps to add a customer

1. In the left-hand navigation bar, click Customers.
2. Click Add Customer in the top-right corner.
3. Select the Customer Type.
• Choose Contractor, Legacy, COD, or Homeowner.
• Each customer type determines how the customer is managed and, in some cases, how orders and invoicing work. See the article Customer Types for full details.
4. Enter the Company Name.
• This field is required.
• Before creating the customer, check the customer list to make sure a profile for the same customer doesn't already exist.
• Two customers can have the same company name, so double-check the details before creating a new record.
5. Enter the customer's Credit Limit.
• This is the maximum amount of credit available to the customer.
6. Enter the customer's Address.
• This field is required.
7. Select the customer's Affiliation.
• Choose Internal, External, or Other based on the customer's relationship to your business.
8. Select the customer's Price Group.
• The price group determines the pricing applied to the customer's orders. By default, NA will be selected which means they have regular pricing.
• Select the appropriate lettered price group for custom pricing. See the Price Group section in the article How to Set and Manage Product Pricing in Your Dashboard for full details.
9. Add an On-Site Contact, if available.
• An On-Site contact is the person at the customer's job site who can be contacted about deliveries, schedule updates, order information, or site-related questions.
• You do not need to add an On-Site contact when creating the customer. You can create the customer first and add their contact information later.
• When creating an order, you will need to select an On-Site contact for the order.
• The selected On-Site contact will receive relevant order updates and order information for that order.
• For more information, see How to Add or Edit a Customer Contact.
10. Click Save.

You've successfully created the customer.

The customer's name, type, affiliation, country, and contacts will now appear on the Customers page. Any flags assigned to the customer will also appear there.