How to Add Customer

Last reviewed: June 9, 2026

On this page

Use this workflow to create one customer manually from the Sales Customers screen.

When to use this workflow

Use Add Customer when a new customer should be available for Sales Orders, invoices, payments, customer detail work, and reports.

If you need to create many customers at once, use How to Bulk Upload Customers instead.

Before you start

Have the required information ready:

Customer code.
Customer company name.

Have the optional defaults ready when applicable:

Main email and phone.
Website.
Customer type.
Salesperson.
Company size.
Price tier.
Payment terms.
Shipping method.
Credit limit.
Tax exempt number.
Carrier account number.
Credit hold or shipping hold decision.

Addresses and contacts are not entered in the Add Customer form. Add them later from Customer Detail, or use the address and contact bulk upload workflows.

Screen path

Dashboard > Sales > Customers > Add Customer

Steps

Open Dashboard > Sales > Customers.
Select Add Customer.
In Basic Information, enter Customer Code.
Enter Customer Name.
Enter Email, Phone, and Website if available.
In Classification, select Customer Type if applicable.
Select Salesperson if the customer should be assigned to a user.
Select Company Size if known.
Select Price Tier. The default is None.
In Financial & Shipping, select Payment Terms if known.
Select Shipping Method if known.
Enter Credit Limit ($) if the customer has an approved limit.
Enter Tax Exempt Number if applicable.
Enter Carrier Account Number if the customer uses their own carrier account.
In Account Flags, select Credit Hold or Shipping Hold only when your company process requires it.
Select Create Customer.
Return to the Customers list and open the customer row if addresses, contacts, notes, opportunities, or activities need to be added.

What happens behind the scenes

PAX validates that Customer Code and Customer Name are present before saving.

When the customer is created, PAX saves the customer master record and marks it active. Phone numbers are normalized during save.

The customer Customer Since date defaults to the current date in the add form.

Adding a customer does not create addresses, contacts, notes, Sales Orders, invoices, payments, shipments, quotes, opportunities, accounting entries, or customer credit balances.

If the customer code already exists, PAX rejects the save and shows a duplicate customer-code error.

Troubleshooting

Customer Code is required

Likely cause: The Customer Code field is blank.

Safe fix: Enter the approved unique customer code.

Contact support if: The approved customer code is rejected and does not already exist.

Customer Name is required

Likely cause: The Customer Name field is blank.

Safe fix: Enter the customer company name.

Contact support if: The customer name is present but PAX still blocks save.

Customer code already exists

Likely cause: Another customer already uses that code.

Safe fix: Search the Customers screen by exact customer code before creating a new record. Use the existing customer if it is the same company.

Contact support if: The duplicate customer code appears to belong to the wrong record.

The customer was created without addresses

Likely cause: The Add Customer form creates only the customer master record.

Safe fix: Open Customer Detail and use Add Address, or use How to Bulk Upload Customer Addresses for a batch.

Contact support if: Addresses were added but do not appear in Customer Detail.