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For working in business is necessary to register and evidence your customers. In Rental App you have ability to create new customers, which is very simple process.

Step n. 1

At the beginning click on button Customers, situated at the top of Dashboard.

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Step n. 2

Then click on button New and choose the type of contact (Company or Person).

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Step n. 3

After previous steps, you will see Customer Card, which is used to manage information about a customer and specify the terms of business, such as payment terms, prices and discounts. From here you can also drill down on past and ongoing sales activity.

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For guide, how to fill each important field in Customer Card, see attached video.

https://www.youtube.com/watch?v=sVyf5f5kbZA&list=PLGrwYyCxmp1RjVv_gk7TzUZpOnhoOUDot&index=3

Follow up:

Dashboard

How to do basic setup of OneCore Rental App

How to create new reservation

How to create rent - workflow