Set up your customers

In this module, learn how to add customers to your TidyStock account. These are the individuals or companies who purchase stock from you.

Step 1

If you have connected TidyStock to your Xero account, you can import your customers and their information from Xero to Tidy. 

To do this, go to Customers under Global Settings.

Click Import from Xero then select the customers you want to import.

Step 2

You can also add customers to TidyStock manually by selecting New Customer.

Step 3

Give the customer a code. This can be any combination of capital letters and numbers, up to 10 characters long.

Next, type in the customer's name and select their country from the dropdown list.

Step 4

On the right, you can select a Xero contact or create a new one. This will map invoices for this customer to your Xero account.

Step 5

Once this is done, enter their address details.

If the physical and postal addresses are the same, you can simply copy the information across by clicking, Same as Physical Address.

Step 6

Next, click on the Sales tab.

Here you can choose the customer’s currency, sales tax, packing slip template, pricing levels, and default sales location.

Step 7

Go to the Contact Information tab. This is where you can add a contact person for the customer. Click on New Contact, then add their details.

Step 8

Once you save this new customer, they will be available to select when making sales orders.


Posted: Tue 06 Dec 2022