Add new Customer Accounts

Add new Customer Accounts

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Add new Customer Accounts

Customer accounts can be created by customers when they sign up to your website, or by staff through the control panel. Follow the steps in this article to learn how to create customers in the control panel individually.

  1. To add a customer from the Merp sidebar, navigate to CRM > Customer.
  2. Click New button.
  3. Fill out the details for the customer and press the Save button at the bottom right hand corner. If you need help with understanding any of the fields in the customer card, see our customer fields guide below.

Customer Fields Guide

Tier Level Different pricing groups can be created for different customer tiers by utilising the tier level.
Credit Left
Is Company
Terms
Terms Limit
Terms Left
Not Send Invoice
Monthly Invoice
Is Blocked
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