How to Add a Customer in the Renterra System
Adding a customer to the Renterra system is a simple process that can be done in two different ways. In this article, we will walk you through both methods so you can choose the one that works best for you.
Method 1: Adding a Customer through the Customers Tab
The first way to add a customer is by clicking on the Customers tab and then selecting + New Customer. This will open up a drawer where you can enter all the necessary information for the new customer.
Once you have filled out all the required fields, click Submit to add the customer to the system. You can now access this customer's information through the Customers tab.
Method 2: Adding a Customer through the New Order Tab
If you are in the process of creating a new order and realize that the customer you need to add is not yet in the system, don't worry! You can still add them easily.
Simply click on + New Order and if you do not find the customer you are looking for in the search bar, click + New Customer. This will open up a drawer where you can enter the customer's information and add them to the system.
In this case, the customer will also be automatically listed for the current order you are adding, making the process even more convenient.