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      Creating a New Customer
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        Creating a New Customer

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          Article summary

          You can create new Customers on the "Customers" page.

          • From the Home screen, select the "Customers" tile to go to the Customers page.
          • At the top of the page, click on the "New Customer" button.
          • Enter in the customer's company name, contact information, and address(es).

          New Customer.gif

          Steelhead gets better as you enter more info!

          Entering in complete and accurate addresses and contact info for customers will save you time later. Steelhead will pull this info into quoting, invoicing, shipping, and other places later on.

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