How to create a customer | ParagonERP

Creating a customer

Introduction

Paragon offers many options to cover all of your business needs. Having active customers in the system is the best way to make sure that you can easily track to whom you are selling, when, and for how much.  So creating new customers is the best way to get up and running with customer-related transactions. This article will walk you through creating and activating a new customer.

Go to customer module

In the Paragon home screen, access the customer module from the right-hand navigation bar or by clicking the more button to show all available modules.



Create a new customer

In the customer module, select the add new customer button. This will take you to the customer creation screen.


The customer screen is separated into 2 main sections, the business card and customer attribute panel



Now you can begin entering customer information. The first field, in this case, code, is mandatory and must be unique. We suggest using a customer ID.


Fill in the required fields by typing or selecting a value from the drop-down list. Fields with drop-down values are marked with an arrow in the field.

Add more attributes and information

To add a field that you do not see on the customer screen, press the add attribute icon. Select an attribute to add from the list that displays.


Note: In order to access this list, please ensure your screen resolution is at 100%. This can be done by pressing "Ctrl" + "0".

If the attribute(s) you'd like to enter are not in this list, you will first need to make sure they exist in Paragon (for more information on adding attributes, take a look at our guide on What are attributes and attribute values?) and then you will have to add them to the customer screen via reference screen setup.

Add addresses

Follow this document to add a new address to your customer. 

When you add the address on either bill or ship, Paragon will assume that they are equal to each other, and the other will populate with the same address.
 

You will see the equal sign between the two, showing that the addresses for bill and ship are the same.



In the case that they are not equal to each other, you can populate them separately with different addresses and the =/= sign will automatically show.


You can click on that =/= button to make the addresses the same again.

Add notes and attachments

On the bottom left-hand side of the screen, you can also enter notes about the customer. To do so, press the add notes button on the notepad and enter the note in the field provided.



To add attachments to your customers, you will need to be in edit mode and you will see the attachments button at the bottom of the screen.



Clicking the attachments button will open a modal that will allow you to either upload files or attach files using a URL.

Remember to click attach if using an URL before saving or your attachment will not be saved!

Your attached files will be displayed and can be removed by using the remove button on the left. You can click accept to save your changes or click cancel to leave the modal at any time.

Save your customer

Once all required information has been entered, click the save button at the bottom right-hand side of the screen.


Any fields that are left blank will no longer show on the screen when you save the customer.

Activate your customer

Once you've saved your new customer, you can activate it from the action button at the bottom right corner of the screen. Your customer is now active and can be used on transactions!



Action button

After activating your customer you can use the action button to deactivate the product if necessary, as well as print, copy or email the customer. Selecting the print option will print the customer statement for this company.  You can also access the customer aged AR report. For more information on this report, read our guide on How to use the AR Aging Report


What's next?

Now that you know how to create a new customer, take a look at these other articles to familiarize yourself with references in Paragon.



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