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Creating a customer from an existing company

SE Customer allows creating customers using records of companies previously created in the SE Administration component.

These records must be added through the "File Customer" menu. In this case, when accessing the respective menu, click on the button on the main screen toolbar. On the screen that will be displayed, follow the steps below:

1.On the creation wizard screen, select the "From an existing company" option.

2.Then, select the company (SE Administration).

3.Select also a category for the customer being registered.

4.If the customer category has associated attributes, enter their respective values.

5.After filling out the fields, click on the "Finish" option.

Afterwards, the system will display a message alerting that it will no longer be possible to edit some pieces of customer information, such as the company type and the customer category. Confirm the operation to finish the record.