How to add a new customer

Explore the process of adding a customer in Floorzap with this step-by-step guide.

Step 1: Navigate to the Customers tab.

Step 2: Click on Add New Customer.

Step 3: Open the Location drop-down.

Step 4: Choose the appropriate Location.

Step 5: Assign a Sales Rep to this customer by selecting one from the drop-down menu.

Step 6: Select a Lead Source.

Step 7: Enter the customer's First Name, Last Name, Company (if applicable), Phone Number, and Email in the respective fields.

Step 8: Input the customer's Address. Use the search function if necessary.

Step 9: If the customer is tax exempt, switch the Tax Exempt toggle to Yes.

Step 10: If syncing to QuickBooks is desired, switch the QuickBooks Sync toggle to Yes.

Step 11: Determine Payment Terms by selecting an option from the drop-down menu.

Step 12: Click on Save to finalize the addition of the new customer. Well done, the customer has been added!