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Most customers create their own account when they order through your website. You can also add a customer record yourself — useful when you are setting up a wholesale account, taking a phone order, or bringing existing contacts into Marzipan.

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Adding a customer

To open the new customer form:
  1. Log in to your Marzipan account
  2. Navigate to Customers in the main menu
  3. Click the Add customer button in the top-right corner
1

Enter the customer's name

Add their First name and Last name. If they buy on behalf of a business, add the Company as well.
2

Add their contact details

Enter the customer’s Email address and Phone number.
3

Choose a customer type

Select either Direct or Wholesale.
The customer type is set here, when the customer is created. It cannot be changed later from the profile.
4

Add a default address

Enter the customer’s default address. This is used as their billing and delivery address, and you can add more addresses later from their profile.
5

Save the customer

Review the details and save. You will be taken to the customer’s profile.
You can also create a customer without leaving the manual order form — see Manual Orders.