How to Create New Customers

How to Create New Customers


This article will show you how to create new customer accounts for use inside Zangerine. These accounts will be used to generate Sales Orders, pull data for reports, and various other functions within your database.


  1. Click Customers.
  2. Click Create Customer.
  1. You will be redirected to the Create Customer screen.




  1. Select a Job Title.
  2. Fill the following fields:
  1. First Name.
  2. Last Name.
  3. Email.
  4. Phone.
  1. Optional: Phone Extension.
  1. Fax Number.
  2. Website.
  1. Select the Company this customer is from.
  2. Add any necessary notes.
  3. Set the Tax Module.
  4. Under the  Default Shipping Address, Click Enter a New Address.
  1. The New Address pop up window will appear. See image below:




  1. Fill the fields to set the Shipping address, and Click Submit.
  1. If the Billing address is different from the Shipping address, set the Billing Address.
  2. Optional: Set a Colored Tag.
  1. Colored tags have multiple uses for organization, or work flow tracking.
  1. Set a Password or use the Generate Password button.
  2. In the top right, Select a Customer Group.
  3. The Status checkbox will be default to active, but if you want this new customer to start as inactive uncheck the box.
  4. Optional: Click the Send Email check box, to let the customer know their account has been created.
  5. Optional:  Add any Sales Reps.
  6. Click Add Customer.




    • Related Articles

    • How to Create a New Web Page

      Click Content. Click Manage Pages. Click Create Page. This will redirect you to the Create page editor. See image below: In the Title field, enter the Page Name. In the URL Alias field, enter what you want to appear in the URL. As an example, if you ...

    • Informational: Configurations-Customers

      This article will describe the Customers tab under Configurations. ​ You can create new tags by filling out the Title field, choosing a color, and clicking the green plus button. Make sure to save before leaving the page. These tags act as a way to ...

    • How to Create Customer Groups

      This article will describe how to create a new Customer Group. These Groups can be used to create coupons applicable to only certain customers, or tiered pricing for certain products that can be applied for specific customers. Customer groups will ...

    • How to Create Customer Credits

      This article will show you the various ways to create customer credits within Zangerine. Credits are a powerful tool when working with customers on order issues or returns. Understanding how to create credits will allow you better customize your ...

    • How to Merge Customers

      This article will show you how to merge customer accounts. This function helps when duplicate customers have been created and you want to have all their order history and address information to be brought together. Note: This means that once you ...