
Creates a new customer (sales partner) to be used in outbound movements and partner tracking.
How to open
From Getting started → Add a customer, or
From Master data → Partners (if available in your build), or from a customer selector while creating an outbound movement.
Fields
Name: Customer full name or contact name.
Company: Company/organization name (optional).
Phone: Customer phone number (optional).
Email: Customer email address (optional).
Actions
Save: Creates the customer and makes it available immediately in partner selectors.
Close (X): Dismiss without saving.
Typical scenario
Open Add customer.
Enter at least the Name.
Add Company/Phone/Email if available.
Click Save.
Use the customer in an outbound movement (issuing).
Notes
If you sell to businesses, prefer using Company + a contact Name for clarity.
Keep phone/email updated for operational communication and record accuracy.