Add a customer

This page covers adding a single customer directly. FikaTrade also has a bulk import tool under Settings → Imports for adding customers (and other data) in bulk — that workflow isn’t covered here.

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Before you begin

Any team member — Admin or Employee — can add a customer. Enabling payment collection for a customer while creating them requires a supplier administrator.

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Steps

1. Go to Customers and select New customer.
2. Enter the customer’s name — this is the only required field.
3. Optionally, enter:
   • Billing address
   • Delivery address
   • Delivery instructions
   • Postcode
   • Pricing group
   • Delivery fee
4. Set Availability to Active or Inactive. New customers default to Active.
5. If you’re a supplier administrator and your business has payments enabled, you can also turn on Payments for this customer.
6. Save the customer.

There’s no duplicate-detection step — FikaTrade doesn’t check whether a customer with the same name or address already exists, so check your customer list first if you’re not sure.

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What happens next

Saving creates the customer’s record in your workspace. No login access is created for anyone at this point — the customer can’t order through FikaTrade yet. To give people at this business the ability to order, invite them as customer users. See Manage customer contacts and access.

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Related guides

• Customers overview
• Manage customer details
• Manage customer contacts and access