---
title: How to create a Customer
description: This article will detail how to create a Customer within EMDECS. There are multiple screens that have the ability to create a new Customer, sometimes referred to as Owner, so that it can be done on the fly.
---

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# How to create a Customer

## This article will detail how to create a Customer within EMDECS. There are multiple screens that have the ability to create a new Customer, sometimes referred to as Owner, so that it can be done on the fly.

### Administration-\> Customer

This is the main screen to view customers from - it will automatically include any inactive Customers as well. 

 

![](https://help.fleetsquared.com/galleryDocuments/edbsna19051372ccf058a46fbb684624b22891157c67f14d0f53a2e83a1914e40f83e6564445f0e21d2cc48ce7355f3b3084d?inline=true)

 

 

 

Click on **+Add Customer** to start. The system denotes any required information with an **asterisk**. In this case, only a Code, Description, and the Country are required. 

 

![](https://help.fleetsquared.com/galleryDocuments/edbsn3ae5aeb93d81f39971a611256ee6e6301747a416195c6a10e30100eaecb612c1137b8e14e0431a93c4a019865e533a92?inline=true)

 

Once this information is filled in, click **OK**. You can fill in the rest of the information at any point. 

 

Customer Codes must be Unique and can not exceed 12 alphanumeric characters.

 

 

![](https://help.fleetsquared.com/galleryDocuments/edbsna19051372ccf058a46fbb684624b22896a4a49aae5bcbb0f5d7b3baaed749340c8f15dd44fa504f5a7fbd93748a30a7d?inline=true)

 

 

 

Once created, you can click on the **Name** displayed in your Customer list to add more information, set specific contract rates or taxes, and even enter contact information to email your customers when invoicing. 

 

![](https://help.fleetsquared.com/galleryDocuments/edbsn42fbcb1abc98ec656e872694fcbc2ffafedc2eb522cfde58c393e916d9ba06c1d3404deedad903044f158bb53777f6e0?inline=true)

 

 

---

 

 

 

 

### Other pages where Customers can be created

 

#### Fleet-\> Unit Master-\> +New Unit-\> +New Owner

 

![](https://help.fleetsquared.com/galleryDocuments/edbsnc4a296fadbee6af19056db680ffc7299655eceeb14bda281bbc4dab1cf18b29fb85f3a4b880052dd8dd749102e381101?inline=true)

 

 

 

---

 

 

#### Service-\> Service Board-\> +Check In -\> +New Unit -\> +New Owner

 

![](https://help.fleetsquared.com/galleryDocuments/edbsn3ae5aeb93d81f39971a611256ee6e6304b7c8e2e959b288ae77d6838ad585c77020414aebde6f45f87be675f5098016a?inline=true)

 

 

---

 

 

#### Service-\> Complete RO-\> +New RO -\> +New Unit -\> +New Owner

 

![](https://help.fleetsquared.com/galleryDocuments/edbsn2f66c05a58570cbf10206dd15b0e9fa03b674919a178f3c9a66097a7ee4abeacd5355b4d36bd21d9fe47947bf5bad060?inline=true)

 

![](https://help.fleetsquared.com/galleryDocuments/edbsn92a1c52bc5d8ef57091de5a6c0eb513a42f686d8a0fa12e73fc856d78dc71f853bd68bac994bab6f89ae7e2c144649ea?inline=true)

 

 

---

 

#### Parts-\> Counter Sale Manager-\> +Add New Counter Sale -\> +New

 

![](https://help.fleetsquared.com/galleryDocuments/edbsn123c1056feaf258bc283617193f53b01224818d119da2054442328667bee2fbb17154b08a6a295dca86306a89eafbec5?inline=true)

 

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