How to Add a New Customer in OrderWise: Step-by-Step Guide

Learn how to add a new customer in OrderWise with this easy step-by-step guide. Discover the required fields, customer types, and tips for efficient customer setup.

March 3, 2026 By Ben Fotheringham

In this guide, we'll learn how to add a new customer in OrderWise. This process helps you keep your customer records organized and ensures that orders and invoices are managed correctly.

You will see how to enter the required details, select the right customer type, and set up contact and delivery information. This guide will help you avoid common mistakes and make sure your customer data is ready for future transactions.

Let's get started

Let's add a new customer in OrderWise. I'm at the main screen. First, access the Sales tab.

Step #1: Click on "Sales" — Click on "Sales"

This opens the customer list. I will click Add.

Step #2: Click on "Add" — Click on "Add"

All account information here can be left blank.

Step #3: Account Info is managed by OrderWise — Account Info is managed by OrderWise

The first step is to select our customer type in the upper right corner.

I want to choose from a retail customer, Resin Coat Solutions customer, on-account customer, or business customer. A business customer is a client who makes purchases for their business and may need an invoice, but does not have a credit account with us. For now, let's remain as a retail customer.

Step #5: Click on "Retail customer" — Click on "Retail customer"

Okay.

Step #6: Enter 'Statement' details — Enter 'Statement' details

First, enter the name. First line of the address and at least the town.

A postcode is essential and we also need to select a country.

They are the absolute minimum requirements we need to enter for the actual address.

Contact details are also required.

Step #9: Enter a vaild Phone number — Enter a vaild Phone number

Step #10: And a valid Email address (used for automated emails and tracking) — And a valid Email address (used for automated emails and tracking)

Once I'm satisfied, I can copy it directly to the invoice by clicking this button.

Step #12: Click on "Yes" — Click on "Yes"

It's important to note that the statement name and invoice name should be the business's name if they are for a business customer.

Our next step is to set up a deliver address.

Step #13: Click on "Delivery address" — Click on "Delivery address"

It says we haven't set up a delivery address yet, so let's set up our delivery address first.

Step #14: Click on "Yes" if we are using the same details already entered. — Click on "Yes" if we are using the same details already entered.

Clicking Yes copies all the details directly into the delivery address for us.

We can now add individual contact details if the statement is a business

Step #16: Click on "Contacts" — Click on "Contacts"

Contact details: Here, you can add the name of the person working for the business, if applicable.

Contact details is optional, so it is not always required, but useful for business customers

It adds the person as a contact, which is helpful if we send items to a different delivery address but still want all communication to go through this contact.

Step #19: Once happy save the customer — Once happy save the customer

Step #20: Customer is now saved in the database — Customer is now saved in the database