Add a New Customer

Use these steps to add a new customer in Patheon Portal. Note that customers can also be added at a cashier terminal.

  1. Log in to Patheon Portal.
  2. Select Configuration.

  1. Select Customers. The Customers panel opens.

  1. Select Add New Customer. The Customer Details panel opens.

  1. Navigate to the Account Details section.
  2. In First Name*, enter the customer’s first name, 50 characters or less.
  3. In Last Name*, enter the customer’s last name, 50 characters or less.
  4. Navigate to the Contact section.
  5. In Phone 1*, enter the customer’s phone number.
  6. In Type, select a phone number category: Mobile, Work, or Home.
  7. Navigate to the Address section.

  1. In State/Province/Region*, select the customer's location.
  2. In Postal Code*, enter the customer's zip code.
  3. Select Save. The new customer's profile is saved.