I can create a Customer and Site while recording a sale
Creation Date: April 25, 2023
Created By: Akhil Vanjani
View most recent version on Tango.us
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You can add tax id details here
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Created By: Akhil Vanjani
View most recent version on Tango.us
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1. Go to Jules AI
2. Click on "Add a sale" on the sales page
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3. Type the name of the new customer and click on "Add"
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4. Fill in the details and click on "Next"
You can add tax id details here
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5. Add address and bank details and click on "Save" and your customer is created
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6. Type the name of the site and click "Add"
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7. Select market type, default currency, units, and more and click "Next"
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8. Fill in the details and click "Save" and your customer site is created
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Updated on: 16/07/2024
Thank you!