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Create Customer

Introduction

In OutSmart it is possible to add and manage customers. This article shows you how to add a customer to the OutSmart environment.

Detailed Explanation

To process work orders it is important to know where the work needs to be done and who is responsible for the invoice. Therefore with a few easy steps you can add a customer to our system.

Step-by-Step Guide

  1. Log into the OutSmart BackOffice account.
  2. In the sidebar on the left hand side of the screen there will be an option called 'CRM'. Click on this option to open the Customer Relation Management overview.
  3. In this overview there is a button on the right top side called 'Add'. Click on this button to add a customer. This will open two columns: 'Edit Customer' on the left and 'Settings' on the right.
  4. In the 'Edit Customer' column all relevant customer details can be added. Two mandatory fields must be filled in: the customer name and debtor number (filled in automatically).
  5. In the 'Settings' column you can select pre-sets which apply to this particular customer.
  6. When all information has been added click on the 'Save' button in the top right corner and the customer is added to the OutSmart BackOffice.