{"id":183,"date":"2025-08-04T15:02:15","date_gmt":"2025-08-04T15:02:15","guid":{"rendered":"http:\/\/gerow.local\/?post_type=guides&#038;p=183"},"modified":"2025-08-04T15:02:15","modified_gmt":"2025-08-04T15:02:15","slug":"how-to-create-a-customer-in-aurore-erp","status":"publish","type":"guides","link":"https:\/\/www.auroreerp.com\/fr\/guides\/how-to-create-a-customer-in-aurore-erp\/","title":{"rendered":"How to Create a Customer in Aurore ERP"},"content":{"rendered":"<p class=\"wp-block-paragraph\">To process any sale in Aurore ERP, you <strong>must associate the transaction with a customer<\/strong>\u2014even if it&#8217;s a one-time or anonymous buyer.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Step 1: <strong>Go to the Customers Section<\/strong><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>From your dashboard, navigate to <strong>\u201cCustomers\u201d<\/strong>.<\/li>\n\n\n\n<li>You&#8217;ll see a list of existing customers in the system.<\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Step 2: <strong>Create a New Customer<\/strong><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click <strong>\u201cNew\u201d<\/strong> to create a customer profile.<\/li>\n\n\n\n<li>Fill in the required fields:\n<ul class=\"wp-block-list\">\n<li><strong>Customer Number<\/strong>: Assign any unique number (e.g., <code>001<\/code>)<\/li>\n\n\n\n<li><strong>Customer Name<\/strong>: For example, enter <strong>\u201cCounter Customer\u201d<\/strong> This is useful for walk-in or anonymous buyers who aren&#8217;t saved in your contact list.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Additional fields such as <strong>contact details<\/strong> are optional for counter customers, so you can leave them blank if not needed.<\/li>\n\n\n\n<li>Click <strong>OK<\/strong> to save.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u2705 You\u2019ve now created a customer profile titled <strong>\u201cCounter Customer\u201d<\/strong>, which can be used to handle occasional or anonymous sales.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83d\udcdd Why This Is Important<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">In Aurore ERP, <strong>you cannot register a sale unless it\u2019s linked to a customer<\/strong>.<br>Creating a \u201cCounter Customer\u201d allows you to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Process sales quickly for walk-in clients<\/li>\n\n\n\n<li>Avoid registering unnecessary client details<\/li>\n\n\n\n<li>Keep your sales data consistent and organized<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"5  Creating a counter customer\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/cr2_bukz6Fs?list=PLykh_jcIRaGiSTRkS6mxCUE9XeVA_Rqs3\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>","protected":false},"excerpt":{"rendered":"<p>To process any sale in Aurore ERP, you must associate the transaction with a customer\u2014even if it&#8217;s a one-time or [&hellip;]<\/p>\n","protected":false},"featured_media":0,"template":"","meta":{"_acf_changed":false,"content-type":""},"guide_categories":[4],"class_list":["post-183","guides","type-guides","status-publish","hentry","guide_categories-setup"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.auroreerp.com\/fr\/wp-json\/wp\/v2\/guides\/183","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.auroreerp.com\/fr\/wp-json\/wp\/v2\/guides"}],"about":[{"href":"https:\/\/www.auroreerp.com\/fr\/wp-json\/wp\/v2\/types\/guides"}],"wp:attachment":[{"href":"https:\/\/www.auroreerp.com\/fr\/wp-json\/wp\/v2\/media?parent=183"}],"wp:term":[{"taxonomy":"guide_categories","embeddable":true,"href":"https:\/\/www.auroreerp.com\/fr\/wp-json\/wp\/v2\/guide_categories?post=183"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}