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Creating a Customer Record

Eptura Knowledge Center

Creating a Customer Record


Creating a Customer Record is a simple process.  In just a few simple steps, you can have a Customer Record up and running.  The following steps will help you create a Customer Record.







1.  Select the Customers icon in the menu ribbon on the left side of the page.

2.  Click the red New Customer icon.

3.  After clicking New, fill in the appropriate fields.

4.  When you have finished Step 3, select the Create Customer icon.  Once the Customer Record is saved, you can select it from list view to review and edit the details of the record.



Field Descriptions *Required field 

  • *Customer ID:  Unique identification code for the customer.  It can contain letters, numbers, or a combination of both, and can be up to 24 characters long.  The Customer ID should be something meaningful to you since the Customer List will be sorted by this ID by default.
  • *Name:  Full or official name of the customer.  It can contain letters, numbers, or a combination of both, and it can be up to 50 characters long.
  • *File As:  Name of the customer as filed.  For Example, if the customer is Luis Acosta, you might prefer to file that customer as Acosta, Luis.
  • *Status:  Status of the customer.  The available options are determined when you set up the Customer Module.  
  • Email:  Customer’s email address.
  • Price Point:  The price point (percentage markup) applied to the customer’s inventory purchases.  Leave this field blank to use a global price point or select from price points set to be restricted to select customers.
  • Barcode/Tag:  (Optional) Specify a custom barcode using your company naming convention.  System generated and custom barcodes can be both be used.


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