Creating a new customer enables adding it to sales orders (SO). You can also add e-mail addresses, phone numbers, shipping and billing addresses, and any comments to your customers in the "Contacts" screen of Katana.

When creating a sales order, you can search for existing customers by typing the customer name into the Customer field on a SO, and then select a relevant customer from the drop-down menu.

How to create a new customer?

1) Click on the global "+" sign and select "+ Customer".

You will be directed to a customer card page with the following fields

  • First name

  • Last name

  • Company name

  • Display Name (required) - Field that is used to look up your customers on Sales Orders and present on printouts

  • E-mail address - the value must match a general e-mail address format, otherwise, it will be highlighted in red and will not be saved

  • Currency - default currency that will be added on the sales order (Advanced or higher plan only)

  • Phone number - add the phone number of the customer

  • Comments - you can add any internal comments to each customer. These comments are not used on any external documents in printing.

  • Billing address - default billing address used on sales orders

  • Shipping address - default shipping address used on sales orders

    • Other shipping addresses - add multiple shipping addresses for your customer

Read more here on how to manage customer addresses

All new customers can be selected from the drop-down menu for the Customer field on sales orders.

2) To create a new customer in a sales order type customer name into the Customer field. If the customer does not already exist in your "Contacts", you can create a new customer by clicking on "Create new: [customer name]" in the drop-down menu or pressing Enter on a keyboard. The new customer will be saved to the sales order and also added to your "Contacts".

3) Customers imported from Shopify or WooCommerce

  • While doing the initial connection it's possible to import all customers from your e-commerce platform to Katana and this also includes all address data that is available there.

  • If you are using our e-commerce integration for pulling sales orders (SO) to Katana, customer info for those SOs will also be pulled automatically from e-commerce to Katana. Katana checks whether a customer pulled from Shopify already exists in Katana:

    • If the same customer already exists in Katana, this existing customer will be added to the sales order.

    • If the customer does not yet exist in Katana, a new customer will be created.

Read more about how Katana imports customers from Shopify or Woocommerce.

4. Customers imported from Xero or QuickBooks

  • While doing the initial connection it's possible to import all customers from your accounting platform to Katana and this also includes all address data that is available there.

Read more about how Katana imports customers from Xero or QuickBooks.

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