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