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How to add a Customer

  1. Login to the Loamy Dashboard.
  2. Go to the Customers page by selecting it on the left-hand navigation menu.


Customers.png


3. Click on Add Customer.


Customers.png


4. Add in the customer details, and then include the locations for that customer.


Add Customer.jpg


5. Tap Save.



6.You're all set! Also, you can bulk import your customers through a CSV. Click Import on the Customers page and import the CSV.


Customers.png



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