How do I create and order or quote without registering the customer?

If you do not want to create a customer account for a new order or quote you can save this as a “Non-registered user” in the customer card.

From the Neto dashboard, navigate to Sales orders > Add Order and under Add an Order or Quote For an Existing Customer, type: noreg.

If the customer does want an account, but does not want to come up with a username or share their preferred password, you can press the “random generation” button next to these fields and Neto will populate them for you.

Please note: Customers who do not have an account will not be able to track past orders or view order details online. Instead, their invoice and tracking information will be emailed to the email address they nominate on their order or quote.

  • Last Modified: 20/12/2016 Neto Version: 6.4