Add Customer

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1.0 Open the Customer List

1. Navigate to Selling > Customer > Customer List.
2. Click New to start a fresh record.

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1.1 Enter Basic & Contact Information

• Customer Name (legal name)
• Customer Group (e.g., Retail, Wholesale)
• Primary Contact (name, phone, email)
• Billing Address and Shipping Address

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1.2 Configure Financial Settings

• Credit Limit (max open balance)
• Payment Terms Template (e.g., Net 30)
• Default Receivable Account (e.g., “Accounts Receivable – CGIC”)

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1.3 Review Purchase & Payment History

1. Scroll to the Sales Orders, Invoices, and Payments sections.
2. Click View All to see chronological lists of:
   • Sales Orders placed
   • Sales Invoices issued
   • Payment Entries received

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1.4 Attach Documents & Notes

• In Attachments, upload contracts, signed quotes, or credit applications.
• In Comments, add internal notes (e.g., preferred delivery times, special pricing).

By building and maintaining detailed customer profiles in the CGIC App, your teams gain instant access to the full history and preferences of every client—driving faster service, better relationship management, and more reliable revenue reporting.