Frequently Asked Question

Steps to Add a Customer in EpicStitch

NOTE: This action is only available for Administrator and Colorist. 

1. Login:

• Access the EpicStitch production instance using the appropriate username and password.

2. Navigate to the Library:

• From the Home Screen or the Side Menu, locate and open the Library.
• Access the Insignias Section

3. Create a New Customer:

• Click the Create Customer button located at the top-right corner of the screen.

4. Enter Customer Details:

• Fill in the required fields with the customer's information. These fields typically include:
  • Mandatory Details (Account Number, Customer Name and Status)
  • Address
  • Additional Details (Optional)

(The details entered are for reference purposes only and are not original.)

5. Save the Customer:

• Once all required information is entered, click the Save button to add the customer to the system.

The created customer will be listed in the Insignia.

Important Notes: 

• Ensure all mandatory fields are completed to avoid errors during customer creation.
  
• If needed, customers can later be edited or updated through the Insignias section of the Library.