To activate the New Customer button, start by searching for the customer’s name. Once the search is complete, the New Customer button will become active.
Click the New Customer button.
Enter the required customer details. If there are no vehicle details to add, click Close and Save.
- If setting up a business customer, select the Business tab and enter the necessary business details. Click Close and Save if no vehicle details need to be entered.
If vehicle details are required, click the Vehicle tab.
Enter the vehicle’s registration number and click the VRM button. This will automatically retrieve and populate the vehicle details.
Complete the remaining fields, then click Save and Close.
To confirm the customer was successfully created, perform another customer search; the newly created customer should now appear.