Purpose
Learn how to:
- Create new customers and customer contacts
- Edit and maintain customers and contacts in the metadata card
Outcomes and Prerequisites
Expected Outcomes
- Users are equipped to handle Customers in SimplerQMS
Prerequisites for all
- Must be logged in to SimplerQMS
- Must be a member of one of these ‘User Groups’ to view records:
- All internal and external users
- Must be a member of one of these ‘User Groups’ to create new records
- All Contributors
Prerequisites for creating Customers
- Must be a member of one of these ‘User Groups’
- Sales
Section 1: Creating Customer Record
Step 1.1 – Create new customers – Initiator
To carry out all following steps, you need to be a part of the “Sales” user group.
There are multiple ways to create a customer in SimplerQMS:
- In the Create New section, on your Home page, click on Customer

2. Click onthe Create (+) button next to Home Tab and choose Customer from the dropdown list
3. On the right side of the screen, expand Create and click on Customer
A Metadata Card will pop up.
Step 1.2 – Fill out metadata card for Customer
Fill the following sections on the metadata card: required fields are marked with an asterisk (*)
Part 1: Customer Information
Field name | Description | Note |
Customer Name* | The name of the customer | |
Site* | The site that this customer belongs to | |
Responsible Person* | The person in sales who is responsible for the customer | |
Customer Segment* | The segment or group of customers that they belong to or part of. | |
Address Street name* | The customer street name | |
Address Postal code* | The customer post code | |
Address City* | The customer’s city | |
Country* | The customer’s country |
When you have filled in the relevant fields, click Create.
A customer is created with a unique number assigned by the system and the state changes to “Current Customer” which means that it will be presented in the customer list as an active customer.

NOTE: Setting the customer to “Not current – Archive” removes it from the customer list as it is set to Not Archive.
Section 2: Adding Customer Contact Person
Step 2.1 – Add customer contact person
- Select the customer where you need to create a Contact Person.
- Click Add New Customer Contact in the Task Area under Actions.
The customer metadata will be copied to the new Contact record as a starting point.

Step 2.2 – Fill out the metadata card
Part 2: Customer Contact Person Information
Field name | Description | Note |
Customer* | The name of the customer | Pre-filled data |
Site* | The site that this customer belongs to | Pre-filled data |
Responsible Person* | The person in sales who is responsible for the customer | Pre-filled data |
Contact Type* | Specifies what type of contact this is – e.g., related to deliveries or invoices | |
First Name* | The first name of the customer | |
Last Name* | The last name of the customer | |
Address Street name* | The customer street name | Pre-filled data |
Address Postal code* | The customer post code | Pre-filled data |
Address City* | The customer’s city | Pre-filled data |
Country* | The customer’s country | Pre-filled data |
When you are done filling out the relevant fields, then click Create