Citrus-Lime Knowledge Base

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    Creating a new customer in Back office

    Click on menu icon to view menu

    Under the Customers, Receipts & Orders section, Click on Customers.

    This will open the customer list

    Click new button, in the top left

    Fill in the fields on the account information tab

    You can use the postcode lookup tool to find the customers address, (charges may apply).

    Simply type in the customers post code and click lookup

    Select the relevant address, this will auto populate the address fields.


    Once to form is complete click the Save button at the bottom of the screen. You can stay on the page to enter more data or Return to the search greid to add or edit more customers.


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