How to Add a Customer in Akrio

Video Guide

Follow this video tutorial guide to see how to add a customer.

When you submit your sales receipts, Akrio will add customers. However, you can also add your customers manually by following the instructions:

To add a customer:

1. Go to the Sales Inbox page.
   
   

2. Select the item to which you want to add a customer.
   
   

3. On the Item’s detail page, click the Customers field and look for the customer you wish to add. 
   
   

4. If you can not find your customer in the list, click the Add Customer button to add a new customer.
   
   

5. Once you click Add Customer, enter the new customer’s name.
   
   

6. Finally, click Create, and your new customer is created. You can then find your customer in the list.

Note: The customer added from any document will be accessible to all other and new sales receipts.