Create a customer
Learn how to create a customer in Augno.
To create a customer in Augno, you need to have created a customer group.
What is a customer?
A customer is the company or contact you sell to. When you create a customer, you're defining:
- Identity – name, number, and contact info
- Segment – one customer type group (e.g. Enterprise, Retail)
- Pricing – optional price groups for tiered pricing or discounts
- Defaults – payment terms, shipping terms, carrier, addresses, status, and priority
These are used on sales orders, invoices, and shipments.
Required information
You must complete these to create a customer.
| Field | What it defines | What it does | Why it's needed |
|---|---|---|---|
| Name | Company or customer display name | Shown on the customer record, in lists, and on orders, invoices, and shipments | Identifies the customer everywhere in the app. |
| Number | Unique customer number (e.g. C23045) | Used as the customer’s reference/code in lists, orders, and reports | Uniquely identifies the customer; automatically filled from your next-available number. |
| Customer type group | The customer’s segment (e.g. Enterprise, Retail) | Assigns the customer to one type group | Used for reporting and filtering by segment; required when creating a customer in the app. |
| Status | Current state: Normal, Hold shipment, Hold all, Preferred | Controls whether orders can be placed or shipped for this customer | Ensures you can put customers on hold or mark them preferred; defaults to Normal. |
| Priority | Order handling priority: Low, Normal, or High | Used for prioritization in fulfillment and operations | Default priority for their orders; defaults to Normal. |
| Payment terms | Default payment terms (e.g. Net 30, Prepaid) | Applied to new sales orders and invoices | Determines when and how they pay; required so every order has terms. |
| Shipping terms | Default shipping terms | Applied to new orders and shipments | Defines who pays for freight and how it’s handled. |
| Carrier | Default shipping carrier (e.g. UPS) | Pre-filled when creating shipments for this customer | Ensures a default carrier for shipping. |
| Carrier option | Default service level (e.g. Ground) | Pre-filled when creating shipments | Ensures a default service level for shipping. |
| Bill-to address | Billing address | Used on invoices and as the legal/billing location | At least address name and country are required so the customer has a valid bill-to. |
| Ship-to address | Default shipping/delivery address | Pre-filled on new sales orders and used for shipments | Same as bill-to by default; you can change it to a different address. At least name and country are required. |
Optional information
You can leave these blank or set them later. They improve reporting, pricing, and operations.
| Field | What it is | What it does | Why you might set it |
|---|---|---|---|
| Customer price groups | One or more pricing tiers/discount groups | Determine which prices and discounts apply to this customer | Use when you have tiered pricing or customer-specific discounts. |
| Default sales rep | The user who normally handles this customer | Pre-filled when creating orders; used for reporting and filtering by rep | Use when you assign customers to specific reps. |
| Commission exempt | Checkbox: no commission on this customer’s sales | Prevents commission from being applied for this customer | Use for internal or non-commissionable accounts. When checked, default sales rep is cleared. |
| EDI customer | Checkbox: this customer uses EDI | Marks the customer as EDI-enabled for EDI order flows | Use when you exchange orders via EDI. |
| Primary contact email | Shown on the customer record; can be used for invoicing and notifications | Contact and communication; must be a valid email if entered. | |
| Phone | Primary contact phone | Shown on the customer record | Contact; must be a valid format if entered. |
| Website | Company website URL | Shown on the customer record | Reference only; must be a valid URL if entered. |
| Note | Internal note about the customer | Stored on the customer; not sent to the customer | Internal instructions or reminders. Credit card numbers are not allowed in this field. |
Addresses (Bill-to and Ship-to)
- Bill-to: Billing and legal address. Name, country, street, city, state, postal code are required; phone, and email are optional but recommended for complete invoices and shipping.
- Ship-to: Default delivery address. You can “Match bill-to” so it starts the same as bill-to, then edit if needed. Same requirements as bill-to.
- Addresses are used on orders, invoices, and shipments so labels and documents are correct.
Next: Contacts