How to add customers

Learn now to add your customers to Rose Rocket, so you can start dispatching orders for them.

Video Overview

Step-by-step instructions

Video Overview

Follow along with these steps:

1. Go to the Customers module.

2. Click on the '+ Add Customer' button.

3. Serach your customer by name or address and select it from the list.

4. Choose the currency you quote your customer in.

Rose Rocket defaults the currency to match the address of your customer.

5. (Optional) Update the shortcode for your customer.

The shortcode is a unique identifier that is used on all orders for a customer. Rose Rocket generates a shortcode for you, but if you want to change it you can do it here.

6. Click on 'Confirm' to save.

7. You're ready to start creating orders for your customer!

Your new customer will appear on your Customer list. You can manage the details of your customer in their profile.

How to add customers

Learn now to add your customers to Rose Rocket, so you can start dispatching orders for them.

Table of Contents

Video Overview

Follow along with these steps:

1. Go to the Customers module.

2. Click on the '+ Add Customer' button.

3. Serach your customer by name or address and select it from the list.

4. Choose the currency you quote your customer in.

5. (Optional) Update the shortcode for your customer.

6. Click on 'Confirm' to save.

7. You're ready to start creating orders for your customer!