Follow these steps to easily create customer profiles and manage customer information within Pavilion:
1. In the App Navigation Menu, locate and click on the Customers tab. This will open the Customer profiles.
2. Within the Customers tab, click on the New button to initiate the customer creation process.
3. Once you have entered all the necessary customer details, review the information for accuracy.
4. If needed, you can add more information to the customer’s profile.
5. Once you have filled out the information, click Save to create the new Customer.
The Customer record will now be created in Pavilion.
6. Feel free to include any extra information as desired. For example, let’s add Sizes for our Customer. To do so, find the Sizes section and click the Edit button next to the field.
7. Add Sizes by entering a value or using the ⬆️ and ⬇️ buttons.
8. Click the Save button to apply changes.
