Creating a customer

To start using Erplain, we recommend that you create at least one customer in your contacts:


  • Click on the menu 'Contacts', then 'Customers', then '+ CREATE':


  • Enter your customer's general information:


  • Add your customer's tags as well as default values (those will be used when creating a sales document for that customer):


  • Enter the pricing details for that customer, things such as the currency, the price level, the taxes and any potential default discount:


  • Save


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