You cannot add new customer records directly into the Sales App. Instead, template customers can be created.
In this example, we will create 3 placeholder customers for every currency we are selling in:
- New Customer $
- New Customer £
- New Customer €
After the showroom appointment, we will create a new customer called 'Bluebird', open an imported order and change it from one of the placeholder customers to a new customer called 'Bluebird'.
For example, create 3 new customers:
- New Customer $
- New Customer £
- New Customer €
For more details, see Customers - Add a New Customer
From Connectors, go to actions and click on the green arrow next to [All - Export] or [Customers - Export]
In the Sales App, run the sync to import template customers you just created
See: Sales App - Run Sync
Template Customers will be visible in all currencies on the Sales App
Create orders using one of the Template Customer
For example, select 'New Customer £':
- Add Customer name to ORDER REF - this will go through to Zedonk Web
- Add any details you have about the customer to NOTES - this will go through to Zedonk Web
Submit Order to Zedonk Web
Add the new client in Zedonk Web
For example, 'Bluebird':
For more details, see Customers - Add a New Customer
From Orders, find and open the order for the Template Customer you submitted from the Sales App
In the Order, click [Actions] and [Change Customer]
Select the customer entry you created in Zedonk Web and click [OK]
For example, 'Bluebird'
All products and quantities will display
