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Documentation Index

Fetch the complete documentation index at: https://help.mathership.com/llms.txt

Use this file to discover all available pages before exploring further.

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Adding Customers

Add new customers to your vendor account using the guided customer creation form.

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Creating a New Customer

The customer creation process uses a multi-step form to ensure the customer doesn’t already exist in the system before adding them.
  1. Navigate to Customers
  2. Click Add Customer button
  3. The customer creation modal opens
Enter the following information:
  • Email (required): The customer’s email address
  • Business (optional): The company name if you know it
Click Next to search for existing customers.

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Step 2: Review Search Results

The system will search for existing customers with the provided email or similar company names:

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If Email is Found

If the email is already registered with a company, you’ll see:
  • The existing company name
  • The registered email
You can then enter a Customer Number (required) to link this existing customer to your vendor account.

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If Similar Companies are Found

If the email is not found but companies with similar names exist, you’ll see:
  • A table of potential matches with company names and emails
  • Option to select a matching company
  • Option to add the customer manually if none match

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If No Matches are Found

If no existing customers match, you’ll proceed directly to manual entry.

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Step 3: Manual Entry

If you’re adding a completely new customer, fill in the following required fields:

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Customer Number

  • Your internal reference number for this customer
  • Required field

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Company Information

  • Business Name (required): Full company name
  • First Name (required): Primary contact’s first name
  • Last Name (required): Primary contact’s last name

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Contact Details

  • Email (required): Already filled from step 1
  • Phone Number (required): Primary phone number

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Address

  • Street (required): Street name
  • House Number (required): Building or house number
  • Postal Code (required): ZIP/postal code
  • City (required): City name

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Step 4: Save Customer

After completing all required fields:
  1. Review the entered information
  2. Click Save Client
  3. The customer is added to your vendor account
The system will also automatically create a delivery address using the same address information provided.

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Important Notes

  • All fields marked with * are required
  • Email addresses must be valid and properly formatted
  • Street and house number must both be provided
  • The form validates email format before allowing you to proceed
  • You can click “Back” or “Cancel” at any step to return to the previous screen

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After Adding a Customer

Once a customer is successfully added:
  • They appear in your customer list
  • They can place orders through your vendor account
  • You can view their details by clicking on them in the customer list
  • Their information can be used when processing orders