(2024.1) Create a new Owner

Create a New Owner/Customer:

Navigate to Main > People > Workers / Contacts.

1. Click the button to open the 'Add New Contact' form.
   
   

   Open

   

   Add New Contact form example

2. Enter the Owner's 'First Name' and 'Last Name' into their respective fields.

3. Make sure "Customer" is populated on the 'Type' selection box.
   
   

   Open

   

   Type Field example

1. Go to the  tab.

2. Enter a unique customer number. Most organizations have a unique employee number of some kind and use that as the unique identifier in PCR-360. If the number isn't available at this time we recommend, designing a temporary naming convention. For example, they might all start with 5000 (an example unique number). This way, it is easy to go back at a later date and find all the Customer numbers that need to be updated to their current/valid value.

3. Choose the appropriate 'Billing Group' for this customer.
   
   

4. Click the button.