Streamline your customer management in Rackbeat by easily creating and organizing your customer information. Remember, before creating a new customer, the appropriate customer group must be created.
Step-by-Step Guide to Creating Customers:
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Go to sales: Select the "Sales" tab at the top of your Rackbeat account.
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Select Customers: Click on "Customers" in the menu to access your customer overview.
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Create New Customer: Click on "Create new" in the top right corner to start the creation process.
- Fill in the necessary information about the customer. This includes name, address, contact details, and more.
- If you have set standards for customer creation in your company settings, some fields will already be pre-filled, which you can change if necessary.- If you do not specify a customer number, Rackbeat will automatically assign a unique number.
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Finish creating the Customer: Once you have entered all customer information, click "Create customer" to save the new customer in the system
- Select “Create and new” if you wish to prepare the creation of another customer immediately.
IMPORTANT! When choosing a tax zone, it is important to know that Domestic is not the same as Denmark. If Denmark is chosen, remember to set up country-specific VAT with the correct tax rate; otherwise, it defaults to 0% if the field for Denmark is empty.
For information on importing customers via an Excel file, go to our guide How to import customers and customer data in Rackbeat