ToolBox
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  • Getting Started
    • Registering for an account
    • Using our guided walkthrough
    • Creating a simple quote
    • Personalising your organisation settings
    • FAQs
  • Quoting
    • Quoting in detail
    • Adding parts
      • Adding 2D parts
      • Adding 3D parts
      • Adding rotary parts to a quote
      • Adding a Quick Part
      • Adding parts from a PDF
      • Adding parts from Part Library
      • Adding miscellaneous items
    • Alerts and notifications
    • The original CAD view
    • Cleaning drawing files
      • Drawing Doctor® commands
      • Dealing with multi-part files
      • Dealing with parts within parts
      • Removing unwanted paths like title blocks
      • Quickly removing open inners
      • Identifying open end points
      • Changing line types with layers
      • Changing line types of individual paths
      • Resized scaled drawings
    • Assigning materials to parts
      • Customer-supplied materials
      • Material consumption mode
    • Assigning folding to parts
    • Assigning custom secondary processes to parts
    • Calculating a quote
    • Adjusting quote prices
      • Price adjustment function
      • Part price adjustment
    • Emailing customers
    • PDF documents
      • Accounting documents
      • Production documents
      • Print settings
    • Downloading drawings and CSV
    • Taking payment for orders
  • SHIPPING
    • Shipping options and delivery pricing
    • Setting up ToolBox's smart shipping calculator
    • Delivery price calculation
  • Materials
    • Creating a new material
    • Adding and editing sheets
    • Nesting settings
  • Cutting Processes
    • Cutting technologies and rate tables
    • Adding a cutting technology and linking it to rates and materials
    • Adding & editing cutting technologies
    • Adding & editing rate tables
    • Fine feed rates and small hole limits
    • Tube cutting
      • Creating your Rotary process
      • Adding & editing rate tables for Rotary
      • Creating a new material for Rotary
      • Adding and editing material
      • What Rotary parts will ToolBox work with?
  • Secondary Processes
    • How folding works in ToolBox
    • Managing folding settings
    • Creating custom secondary processes
    • Secondary process types
      • Quantity-based secondary processes
      • Area-based secondary processes
      • Weight-based secondary processes
    • Example secondary processes
      • How to price powder coating
      • How to price drilling, tapping & countersinking
      • How to price welding
      • How to price galvanising
      • How to price delivery
  • Customer Central
    • Customer Central overview
    • Adding a new customer
    • Editing customer details
    • Customer Central tabs
      • Summary
      • Contacts
      • Quote History
      • Pricing
      • Part Library
  • Web Store
    • Web Store: 24/7 online sales
    • Setting up your Web Store
      • Controlling access to your Store
      • Branding
      • Shipping options
    • Hosting your Store online
      • Host your Store on a website
    • How customers use the Store
      • Quoting in the Web Store
      • Quote screen additional features
      • Placing an order in the Web Store
      • Checking out your order in Web Store
    • Accept payments through Web Store
  • Integrations
    • Xero integration
    • QuickBooks integration
    • Google Drive integration
  • SUBSCRIPTIONS & FEATURES
    • Adding additional users
    • Improvement to the allocation of setup time across common materials
    • Unsubscribing from ToolBox
    • Release notes
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On this page
  • Adding a new customer in ToolBox
  • Adding a customer via Customer Central
  • Adding a customer within an Quote
  1. Customer Central

Adding a new customer

How to add a new customer into your ToolBox account

PreviousCustomer Central overviewNextEditing customer details

Last updated 2 years ago

Adding a new customer in ToolBox

There are two ways you can add a customer in the ToolBox application.

  1. Adding a customer via Customer Central

  2. Adding a customer within a Quote

Adding a customer via Customer Central

To add a customer into your ToolBox system via the Customer Central you will first need to access the Customer Central menu by going to the menu within ToolBox and selecting Customer Central.

When you have accessed the Customer Central you may add a new customer by selecting the Add Customer option from the top right.

This will open up a side menu for you to complete the data required to create a new customer in your ToolBox account.

The data and fields from this side form are detailed for you below:

  • Company name: The name of the customer/company you are adding to ToolBox

  • Account Code: Field that can be used for matching this customer via an account code to your customer in your accounts/MRP system.

  • Address line 1: Line 1 of the customers address

  • Address line 2: Line 2 of the customers address.

  • City: City of the customers address

  • State: State address for the customer

  • Post code: Customers postal/zip code

  • Country: Country the customer is located in.

You also have the option in this window to select whether the customers delivery address is the same as there invoicing/postal address.

Once you have completed the data in this side menu you may select Add Customer to save this customer into your ToolBox account.

Your newly created customer will now appear in your customer central

Adding a customer within an Quote

In ToolBox you may also add a new customer when you are creating a new quote.

This can be done within the quote screen by selecting the below option:

From here this will load a pop up window for you to complete the required data as you would in the Customer central.

Once created you can view this customer in the Customer Central or select them as the customer for the quote you are working on.

ToolBox Customer Central banner
Add new customer window
Completed add new customer form
Customer central window
Add customer option within Quote
Add customer in quote window