The Customer and Suppliers module allows you to add details of both your customers and suppliers into the system to then use for assigning contracts and projects as well as sales management purposes.
Adding a customer:
1. Go to Main Navigation > Customers & Suppliers > Customers
2. Click the New Customer tab
3. Enter the customers business name
4. Enter the primary contact details
5. Optional: Enter alternative contact details
6. Enter the customers address details
7. Optional: Enter bank account details and upload an agreement file
8. Choose a payment term and enter a mileage rate for this customer
9. Choose to use the primary contact email for timesheet and invoice approval, or select no and enter a valid email address to send invoices and billable items to.
10. Click Assign Employees
11. Choose the employees to assign. All employees will be automatically assigned, click the tick box next to the users name to unassign them.
12. Click Save Customer to submit the customer in Clarity365