- Click on the + button on the top right of the app
- Click on New Customer
Enter the Customer's Business Name and/or Corporate Name
*Business Name is a required field
Enter the Customer's Address
*Address is a required field.
**The State or Province you choose will alter what License Types are available later in the form.
- Enter the Licensee's Contact Information
Enter the Customer's License Information
*License Type is a required field.
Enter the defaults you'd like to apply to your Customer
Click on Create Customer
Once your Customer is created, they will be added to your Prospects tab in the Customers section of the app. Once your first order is placed and accepted, they will be moved to your Current Customers tab.
Check for Duplicate Customers
Ollie will cross reference you new customer's Name, Address, and License Number with our existing customers in the app. If there are potential duplicates in the app, those will be shown to you before the new customer is created. You will have the choice of using an existing customer or proceeding with the new customer information you enter.