Help Center
Help Center
GANTT Timeline
GANTT TimelineZoom in and Zoom outCurrent time on the GANTT TimelineSearch function on GANTT TimelineUnschedule an order item from the GANTT TimelineMove a job from one workstation to anotherSplit a process step job in the GANTT TimelineBulldozerAdd a quick note to a process step
Capacities
Jobs
Workstations
Job Rules
Glosary
GLOSSARY
Products
How to Create a New Product
New Orders
How to create a new orderHow to edit an orderHow to archive an orderHow to filter an order
Customers
Add a new CustomerHow to edit a customerHow to delete a customer
Personnel Registry
Add a new employee to the Personnel RegistryEdit an employee on the Personnel RegistryDelete an employee from the Personnel Registry
Tools
How to add ToolsHow to add maintenance to a tool How to add a workstation to a specific tool
Employee Group
Create a new Employee GroupHow to edit a Employee GroupHow to delete a new Employee GroupAdd a new Employee to a GroupDelete an Employee from a Group
Process Steps
How to add a new process step How to delete a process step How to edit a process step Process Step Completion Degree
Order Items
How to create a new Order ItemHow to edit an Order Item
Workstations
What is a workstation?How to add a new workstationHow to delete a workstationHow to add a group to a workstationWhat is a workstation exception?Add maintenance to a workstation
Users
How to add a new UserHow to edit a userHow to delete a user
Personnel Scheduling
Personnel Scheduling
Shift Scheduling
Shift Scheduling
Api / Integration
Integration tutorial

Add a new Customer


If you want to add a new customer:

  • Go to Resources and select Customers.
     
  • Next, you will see the customer panel. Here, you can search by name or address and see more relevant information about your clients.
  • On the top right, click on Add Customer.
     
  • You will now see a new panel. Here, you can add the information of your new client, such as its name, country, postal code, and more.
  • Finally, click Save and use the back button. 
  • Your new client is now on the customer panel. 
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