Create a customer

Goal

Create a new customer party (optionally also a supplier) from the Customers list modal.

Who it is for

Users with party.create. Assigning a Price group also needs the pricing_promotions module and pricing.view.

Preconditions

• Signed into the correct tenant; default locale filled for Name (translatable).
• Review Parties setup if create fails on required fields (email for persons, tax ID for organizations, phone, billing address, or code when numbering is manual).
• Duplicate policy may block or warn on match.

Steps

1. Open Directory → Customers → New customer (or the + create action on Customers).
2. Enter Name (required; all enabled locales as needed).
3. Optionally set Reference (hint: Auto-assigned if empty when numbering is Auto).
4. Set Type: Organization or Person.
5. Fill Email, Phone, Tax ID, and Billing address as required by Parties setup (billing hint: Used on invoices when this party is selected).
6. Set customer profile fields: Payment terms (days), Credit limit, Cheque exposure limit (+ currency), Default currency, and Price group when pricing is enabled.
7. Optionally check Also a supplier so the party is created with both roles.
8. Save. Toast confirms creation; the list refreshes.

Result

HTTP 201 — an active customer appears on the list. With auto numbering, Reference may be assigned. If duplicate policy is Warn, the response may include matching duplicates while still creating.

Hard stops

• Validation: missing Name / invalid email / unique Reference conflict.
• Settings: An email address is required for person parties. · A tax ID is required for organization parties. · A phone number is required. · A billing address is required. · A party code is required.
• A matching party already exists. when Duplicate parties = Block.

Related

• Edit a customer
• Find customers
• Parties setup
• Troubleshoot