Add Customer in Mobile App

This topic helps you understand how to add a new customer using the mobile app.

  1. On the home screen or from the navigation drawer, tap Customers.
  2. Tap the add customer icon.
    Note:

    If you do not see the Add Customer icon, it means you may not have the required permissions. Please contact your admin to request access for adding customer details.

  3. Enter customer details such as name, type etc.
  4. Tap Save.