Creating a New Customer

Every customer you sell to needs a contact record in CloudFFL. Here is how to create one.

Step by Step

Open the Contacts app (or go to Sales → Customers).
Click New.
Choose Individual (for a person) or Company (for a business) at the top.
Enter the customer's name.
Fill in the address — street, city, state, and zip code.
Add their phone number and email address.
Click Save (or the record saves automatically as you fill in fields).

Important Fields

Name — Use the customer's real name as it would appear on documents
Address — Needed for shipping or mailing invoices
Phone / Mobile — For contacting the customer about orders
Email — Required if you want to email quotations or invoices

Tip: For walk-in customers buying a single item, you can create a minimal contact with just a name. Add more details later if they become a regular.

Important: Before creating a new contact, do a quick search to make sure they are not already in the system. Duplicate records cause confusion.