--- title: How to add a customer to the dashboard description: Explanation for how to add customer to the dashboard --- [Skip to content](https://support.toughcommerce.com/how-to-add-a-customer-to-the-dashboard#main-content) ![Untitled design (3)-1.png\]](https://support.toughcommerce.com/hs-fs/hubfs/Untitled%20design%20(3)-1.png?width=40&height=40&name=Untitled%20design%20(3)-1.png) - [Help Site](https://support.toughcommerce.com/) - [Tough Commerce Website](https://www.toughcommerce.com/) - [Dashboard](https://dashboard.toughcommerce.com/) Open main navigation Close main navigation - [Help Site](https://support.toughcommerce.com/) - [Tough Commerce Website](https://www.toughcommerce.com/) - [Dashboard](https://dashboard.toughcommerce.com/) - - [Raise a ticket](https://support.toughcommerce.com/migration/kb-tickets/new) [Raise a ticket](https://support.toughcommerce.com/migration/kb-tickets/new?hsLang=en) Hello! How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Center](https://support.toughcommerce.com/?hsLang=en) 2. [Dashboard](https://support.toughcommerce.com/dashboard?hsLang=en) 3. [Customers](https://support.toughcommerce.com/dashboard?hsLang=en#customers) # How to add a customer to the dashboard ## Create a customer profile in Tough Commerce so you can create orders, manage customer information, and assign contacts to their orders. 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](https://support.toughcommerce.com/how-to-add-or-edit-a-customer-contact?hsLang=en) separately after the customer has been created. ![Add Customer](https://support.toughcommerce.com/hs-fs/hubfs/Add%20Customer.gif?width=670&height=362&name=Add%20Customer.gif) ### **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**. 4. Choose **Contractor**, **Legacy**, **COD**, or **Homeowner**. 5. Each customer type determines how the customer is managed and, in some cases, how orders and invoicing work. See the article [**Customer Types**](https://support.toughcommerce.com/customer-types?hsLang=en) for full details. 6. Enter the **Company Name**. 7. This field is required. 8. Before creating the customer, check the customer list to make sure a profile for the same customer doesn't already exist. 9. Two customers can have the same company name, so double-check the details before creating a new record. 10. Enter the customer's **Credit Limit**. 11. This is the maximum amount of credit available to the customer. 12. Enter the customer's **Address**. 13. This field is required. 14. Select the customer's **Affiliation**. 15. Choose **Internal**, **External**, or **Other** based on the customer's relationship to your business. 16. Select the customer's **Price Group**. 17. The price group determines the pricing applied to the customer's orders. By default, **NA** will be selected which means they have regular pricing. 18. 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**](https://support.toughcommerce.com/how-to-set-and-manage-product-pricing?hsLang=en) for full details. 19. Add an **On-Site Contact**, if available. 20. 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. 21. **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. 22. When creating an order, you will need to select an **On-Site contact** for the order. 23. The selected **On-Site contact** will receive relevant order updates and order information for that order. 24. For more information, see [**How to Add or Edit a Customer Contact**](https://support.toughcommerce.com/how-to-add-or-edit-a-customer-contact?hsLang=en). 25. 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.  **Top Tip:** Check the [**How to Create Flags**](https://support.toughcommerce.com/how-to-add-customer-flags?hsLang=en) article for more details. - [Dashboard](https://support.toughcommerce.com/dashboard?hsLang=en#main-content) - [Dashboard Users](https://support.toughcommerce.com/dashboard?hsLang=en#dashboard-users) - [Locations](https://support.toughcommerce.com/dashboard?hsLang=en#locations) - [Customers](https://support.toughcommerce.com/dashboard?hsLang=en#customers) - [Trucks](https://support.toughcommerce.com/dashboard?hsLang=en#trucks) - [Messaging](https://support.toughcommerce.com/dashboard?hsLang=en#messaging) - [Filters](https://support.toughcommerce.com/dashboard?hsLang=en#filters) - [Availability](https://support.toughcommerce.com/dashboard?hsLang=en#availability) - [Contractor App](https://support.toughcommerce.com/dashboard?hsLang=en#contractor-app) - [Projects](https://support.toughcommerce.com/dashboard?hsLang=en#projects) - [Schedule](https://support.toughcommerce.com/dashboard?hsLang=en#schedule) - [Inventory Module](https://support.toughcommerce.com/dashboard?hsLang=en#inventory-module) - [BOLs](https://support.toughcommerce.com/dashboard?hsLang=en#bols) - [Order Management](https://support.toughcommerce.com/order-management?hsLang=en#main-content) - [Order Creation](https://support.toughcommerce.com/order-management?hsLang=en#order-creation) - [Order Statuses](https://support.toughcommerce.com/order-management?hsLang=en#order-statuses) - [Editing Orders](https://support.toughcommerce.com/order-management?hsLang=en#editing-orders) - [Assigning Drivers](https://support.toughcommerce.com/order-management?hsLang=en#assigning-drivers) - [How To Cancel An Order](https://support.toughcommerce.com/order-management?hsLang=en#how-to-cancel-an-order) - [Notes](https://support.toughcommerce.com/order-management?hsLang=en#notes) - [Duplicating Orders](https://support.toughcommerce.com/order-management?hsLang=en#duplicating-orders) - [Invoices and E-Tickets](https://support.toughcommerce.com/order-management?hsLang=en#invoices-and-e-tickets) - [Product, Fees and Category Management](https://support.toughcommerce.com/product-fees-and-category-management?hsLang=en#main-content) - [Products, Options, Settings & Pricing](https://support.toughcommerce.com/product-fees-and-category-management?hsLang=en#products-options-settings-pricing) - [Add/ Edit Fees](https://support.toughcommerce.com/product-fees-and-category-management?hsLang=en#add-edit-fees) - [Product Categories](https://support.toughcommerce.com/product-fees-and-category-management?hsLang=en#product-categories) - [Finance and Payments](https://support.toughcommerce.com/finance-and-payments?hsLang=en#main-content) - [Payment](https://support.toughcommerce.com/finance-and-payments?hsLang=en#payment) - [Taxes](https://support.toughcommerce.com/finance-and-payments?hsLang=en#taxes) - [Offline Payment](https://support.toughcommerce.com/finance-and-payments?hsLang=en#offline-payment) - [Disputes](https://support.toughcommerce.com/finance-and-payments?hsLang=en#disputes) - [Delivery & Operator/ Driver Management](https://support.toughcommerce.com/delivery-operator-driver-management?hsLang=en#main-content) - [Operators/ Drivers](https://support.toughcommerce.com/delivery-operator-driver-management?hsLang=en#operators-drivers) - [Operator App](https://support.toughcommerce.com/delivery-operator-driver-management?hsLang=en#operator-app) - [Truck Management](https://support.toughcommerce.com/delivery-operator-driver-management?hsLang=en#truck-management) - [Portal](https://support.toughcommerce.com/portal?hsLang=en) [![TC Small Logo](https://support.toughcommerce.com/hs-fs/hubfs/TC%20Small%20Logo.webp?width=80&height=80&name=TC%20Small%20Logo.webp "TC Small Logo")](https://www.toughcommerce.com/) Quote-to-cash job management software for tough businesses. 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