The Service Provider can create new Customers and update existing ones on the Claritum system. The Customers will then be available for selection in Project workflows.
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From the main menu, select Customers.
The Customers page opens.
On the Customers page, click the New Customer button.
The New Customer > Details page opens.
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Details
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On the Details page, complete the required fields and click Save. 
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| title | New Customer Details |
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| | The only mandatory field is Name. The other fields are to be completed at the discretion of the Service Provider. Some fields will be useful to one Service Provider, but not another. Fields can be easily edited after a Customer is created. |
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On the Addresses tab, click the Add address button.
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| title | The Add Address dialogue box opens... |
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- Enter the address details and click Save.
The saved address(es) display.
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Users
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This is where the Service Provider can create / edit Customer Users, that is, Claritum system users within the Customer organisation. - On the Users tab, click the New User button.
The Details page displays.
On the Details page, complete the required fields and click Save.
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| title | New Customer Details |
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| | The only mandatory fields are Email and Address. The other fields are to be completed at the discretion of the Service Provider. Some fields will be useful to one Service Provider, but not another. Fields can be easily edited after a Customer is created. |
- On the Notes page enter any additional information about the Customer User that isn't captured in the Details and Permissions fields.
 Image Modified On the Permissions page set the users permissions.
<<Need guidance on what each permission means>>
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| title | Permission options... |
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| Projects| Hide PDF Templates |
| | Hide Quote Requests |
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Misc| Orders for Other Users |
| | Receives Emails |
| | Is Report Authority |
| | Cannot change the Default Delivery Address |
| | Cannot Log In |
| | Browse Only |
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This page provides a range of functionality:
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| These are the terms you can select when issuing a Customer Invoice. To create an invoice term click the Add invoice term button and complete the fields. 
| Field | Description |
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| Code | ?? | | Description | The number of days the Customer has to pay the invoice, e.g. "30 days". | | Terms | Enter the terms and conditions. These will appear on the invoice sent to the Customer. |
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| title | Order Reference Codes |
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| Here you can create Order Reference Code fields that will display on the Sales Order page when you place an order.
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- To add a new order reference, click the Add order reference button:
A new order reference box will display.
 - Select options as required.
| Option | Description |
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| Mandatory | If checked, the administrator cannot place the order if an order reference hasn't been entered. | | Customer Facing | If checked, the order reference appears on the Customer's delivery note. | | Supplier Facing | If checked, the order reference appears on the Supplier Purchase Order. | | Show on stock order | If checked, the order reference appears on the Stock Order. <<Is this a document? Where is it stored / who is it sent to?>> | | Show on project | If not checked, the order reference input filed will not appear on the Sales Order page. | | Selectable pre-order | Logged question for M&K | | Can be edited | Logged question for M&K |  Image Modified
| Allows you to add pre-set values that display when you type the first letter. |
, adding | Adding these values:  Image Modified
means they appear as options you can select in the order reference field:  Image Modified
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