Adding a new customer

Adding a customer manually is creating an account without the customer's participation. It is used when a client arrives offline (by phone, in the office) and does not register via the website, but you still need to enter them in the system to place an order.

When to add manually

The customer called and does not want to register themselves.
The customer is in the office — the manager enters the data from their words.
The order is from a legal entity, and a card is needed for a contact person.
An old customer returns after many years, and it is easier to create a new account than to restore access.

How to open the form

In the top CRM panel open the "Customers" dropdown and choose the item "Add customer". A form with four fields will open.

Filling in the form

"Full name" — the customer's full name. Required field. Write it the way the customer introduces themselves: "Smith John" or "John Smith".
"Email" — the e-mail address. Optional, but without it the customer cannot sign in by e-mail.
"Phone" — pick the country code from the selector and enter the number. Required field. A number shorter than 6 digits will not be saved.
"Address" — delivery or actual address. Optional, can be filled later in the customer card.

Click "Add" — the customer is saved in the system and appears in the general list.

What happens after adding

The customer receives a unique ID and appears in the "Customers" section.
An invitation is sent to the specified e-mail or phone with the option to set a password and sign in to the personal cabinet.
If the customer does not set a password — the manager places orders for them directly from the CRM.
The part-input mode and address can be completed later in the customer card.

If you get an error

"A customer with this phone already exists" — find them in the list and work with the existing card, do not create a duplicate.
If the form does not submit — check the required fields (full name and phone) and the number length (at least 6 digits).
If the customer does not receive an invitation — check the e-mail validity and ask them to look in the "Spam" folder.

What matters to the factory admin

Do not create duplicates — the system does not check matches automatically. Before adding, always search for the customer by phone in the general list.
The minimum set for a working card is full name + phone. The rest can be filled in afterwards.
If the customer is a legal entity — register the card on a contact person (director, supplier), and put the company details in the address or in the order card.