I can create a Customer and Site while recording a sale
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AV

Akhil Vanjani

Created Apr 25, 2023

I can create a Customer and Site while recording a sale

19
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Jules AI

8 Steps
1

Go to Jules AI

2

Click on "Add a sale" on the sales page

Click on "Add a sale" on the sales page
3

Type the name of the new customer and click on "Add"

Type the name of the new customer and click on "Add"
4

Fill in the details and click on "Next"

You can add tax id details here

Fill in the details and click on "Next"
5

Add address and bank details and click on "Save" and your customer is created

Add address and bank details and click on "Save" and your customer is created
6

Type the name of the site and click "Add"

Type the name of the site and click "Add"
7

Select market type, default currency, units, and more and click "Next"

Select market type, default currency, units, and more and click "Next"
8

Fill in the details and click "Save" and your customer site is created

Fill in the details and click "Save" and your customer site is created
Well done!
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