Step 1: From the Dashboard, locate and select the "Customer" option.
Step 2: In the Customer section, look for the "New Customer" option.
Step 3: Click on "New Customer" to initiate the process.
Step 4: You will now be prompted to enter customer details.
Step 5: Please fill in all necessary information such as Company name, contact information, etc.
Step 6: After entering the customer details and move to access the custom fields section.
Step 7: Look for the UEN field and input the relevant information.
Step 8: In the custom fields, locate the Company Industry field.
Step 9: Input the appropriate details regarding the company's industry.
Step 10: In the custom fields, find the Referral field and enter any referral information if applicable.
Step 11: Proceed to the Billing & Shipping section and enter the Billing Address details as required.
Step 12: If the Billing Address and Shipping Address are the same, use the "Copy Billing Address" button to duplicate the information.
Step 13: Click Save and Create Contact" if you want to add this customer to your contacts.
Step 14: In the Create Contact section, input the customer's details.
Step 15: To generate a password, simply click the "Refresh" button and configure permissions as needed.
Step 16: Finally, click on "Save" to create the contact.