Add new customer
Former user (Deleted)
Luka Žic (Unlicensed)
To add a new customer in Marinacloud, use the following guide:
Add new customer: Step-by-step guide
- In the main menu to the left, click the Customers module. The Customers module window will open
- In the top left corner, click the Action button and choose Create new customer.
After clicking the Create new customer button, a new window will appear.
3. In the Add/Edit customer data window, you write all the information about your customer. The fields that are marked with an asterisk are mandatory and must be filled out. The other fields are optional.
Once you've entered all the data you wanted, click Next and you can enter other data about the customer in the remaining trainstops, such as the billing/shipping address, contacts etc. After filling out the form, click the Save button.
4 . To edit a customer or delete them from the database, click the hamburger icon () button next to the name of a customer, and then select the Edit/Delete option. It is not recommended to delete customers - you never know when you'll need data about a customer!
Important note
If you are creating a new customer as a legal person, you will need to enter a responsible person in the fourth step of the process (Additional contacts).
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