There are 3 ways to add customers in Brahmin Solutions

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To add a new customer, select New Customer under the Outbound menu option or in View Customers, click Action → New.

A New Customer screen will appear and you can start entering the customer information.
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Addresses and contacts can be added under the information tab. Make sure to enter as much information as possible, to make it easier to contact and reference the vendor in the future. For addresses, you can tag one as a primary billing or shipping and if the address is a residential address.  

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To enter the details of the customer go to the details tab and start entering the following information.

These details will be the default details for the customer on inbound orders. Details can be changed on the inbound order if needed but won’t be updated in the customer.

Minimum Order Amount - Minimum amount customer must order
Carrier - Carrier
​Payment Terms - Payment Terms
​Shipping Terms - Shipping Terms
​Service - Shipping Service
​Tax Rate - Tax Rate
​Tax Exempt (Toggle) - If customer is tax exempt or not
​Tax Exempt # - If customer is tax exempt then this is an editable field
​Price List - Customer default price list
​Sales Rep - Default Sales rep for customer
​Notes - Customer Notes
​Customer Pricing? - Toggle YES if customer will be using specific pricing rather than price list price and toggle NO to use price list pricing

All the dropdown values can be configured in the Configurations which is located under the Company menu option in settings.

Click Save and you are done. The new customer should now appear on your vendors page.

Congratulations! 🎉 You've added your first customer. 😀

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When you integrate Brahmin Solutions with an accounting platform or sales channel, it will automatically download all the customers.

To see if a specific customer is imported, check Created By and you will see which channel the customer is imported from.

Got a lot of contacts? Check out our guide to importing Customers via CSV.