Once your products are set up, the next step is creating profiles for your customers. Each profile stores their delivery addresses, the products you sell them, pricing, and any customer-specific SKU codes or product names.

Creating a Customer Profile

Go to the Customers tab, click Profiles, then Add Customer. Fill in:

• Customer name - as it appears in your records
• Customer type - e.g. retailer, distributor, foodservice
• Contact name - the main person you deal with at that customer
• Accounting software name - the name as it appears in Xero (so invoices match the right customer)
• Active/Inactive - toggle whether they're currently active

A couple of extra settings worth knowing about:

• Orders in units - some customers order in singles even though you sell in cases. Turn this on and Pesto handles the conversion automatically. If they order 12 units and your case size is 6, Pesto converts it to 2 cases
• B2B order portal - toggle this on to give them access to your B2B ordering portal straight away (more on this in the Forms & Portals section)
• Template type - which document template gets generated for this customer

Click Create Customer and you're set.

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Step-by-step visual guide: How to Add a New Customer and Products in Pesto

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Delivery Addresses and Depots

Click into the customer profile and add a delivery address. If they don't have a GLN code, just pop in the postcode and fill in the details. Click Save Delivery Address.

If a customer has multiple depots (common with larger retailers), add them all here. Pesto will match the right depot based on what comes through on their purchase orders.

Tip: Getting delivery addresses right from the start saves you time later. When Pesto processes a PO and can't match the depot, it'll flag it for you to link.

Adding Customer Products and Pricing

Final setup step - add the products you sell to this customer and the pricing for each. Click Add Product, pick the product from your catalogue, and enter the price.