> ## Documentation Index
> Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a customer

> Add a new customer record to manage contacts, billing details, and quotes

A customer record stores all account information, contacts, and billing details you need to generate quotes. You must create or select a customer before building a quote.

## Prerequisites

* You must have a Sales Rep, Manager, or Admin role
* You need at least the customer's company name to create a record

## Access the customer creation screen

In the left side menu, click **Customer** → **Customer**, then click **+ New**.

## Create the customer

<Steps>
  <Step title="Enter company details">
    In the **General Information** section, fill in:

    * **Name** (required): Enter the company name
    * **Type** (required): Select the customer type (e.g., **Company**) from the dropdown
    * **Segment** (optional): Assign the customer to an existing customer segment
    * **Logo** (optional): Upload a company logo
    * **Tax** / **Tax Value** (optional): Set the applicable tax type and value; click **+ Add Tax ID** to add additional tax identifiers
  </Step>

  <Step title="Link resources (optional)">
    In the **Linked Resources** section, associate any of the following with this customer. Only linked resources will be available when creating a quote for this customer:

    * **Templates**, **Catalogs**, **Pricebooks**, **Discounts**, **Contract Models**, **Payment Terms**, **Payment Methods**
  </Step>

  <Step title="Add contacts">
    In the **Contacts** section, click **+ New contact** to add a contact person. Each contact has a **Full Name**, **Email**, and **Role**.

    You can add more contacts after saving the customer.
  </Step>

  <Step title="Save the customer">
    Click **Save** at the top right to create the customer record.
  </Step>
</Steps>

## What happens next

After you create the customer:

* The customer appears in your customer list and is available when creating quotes
* You can add additional contacts, upload documents, and view quote history
* The primary contact can receive Dealroom invitations when you publish quotes

## Troubleshooting

<AccordionGroup>
  <Accordion title="I can't find the customer after creating it">
    Use the search bar at the top of the customer list to search by company name or contact email. Check that no filters are applied that might hide the record.
  </Accordion>

  <Accordion title="Can I change the currency later?">
    No. Currency is locked after customer creation to maintain data integrity across quotes and orders. Create a new customer record if you need a different currency.
  </Accordion>

  <Accordion title="Do I need to enter all fields?">
    Only **Name** and **Type** are required. All other fields, including contacts, are optional at creation. Add details as needed for your sales process.
  </Accordion>
</AccordionGroup>

## Related resources

<CardGroup cols={2}>
  <Card title="Edit customer details" icon="pen-to-square" href="/user-guide/customers/reference/customer-record">
    Update company information and settings
  </Card>

  <Card title="Manage contacts" icon="address-book" href="/user-guide/customers/reference/segments">
    Add, edit, or remove customer contacts
  </Card>

  <Card title="Create a quote" icon="file-invoice-dollar" href="/user-guide/quotes/how-tos/create-quote">
    Build a new quote for this customer
  </Card>

  <Card title="Customer overview" icon="building" href="/user-guide/customers/reference/segments">
    Learn about customer management features
  </Card>
</CardGroup>