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# I can create a Customer and Site while recording a sale

**Creation Date:** April 25, 2023

**Created By:** Akhil Vanjani

[View most recent version on Tango.us](https://app.tango.us/app/workflow/cac71230-4727-4e79-a578-aea660107ba0?utm_source=magicCopy&utm_medium=magicCopy&utm_campaign=workflow%20export%20links)

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### 1.  [Go to Jules AI](https://demo.haroldwaste.com/sales)

  

### 2. Click on "Add a sale" on the sales page

  

![](https://storage.crisp.chat/users/helpdesk/website/a47b3e97b14dd800/a33dc540-3e57-44e9-9dc7-fabb7c_1ntcrsb.png)

  

### 3. Type the name of the new customer and click on "Add"

  

![](https://storage.crisp.chat/users/helpdesk/website/d33f65180b0d8000/b51cfae9-e58c-4b54-8b93-4071bd_1u5qqu2.png)

  

### 4. Fill in the details and click on "Next"

  

You can add tax id details here

  

![](https://storage.crisp.chat/users/helpdesk/website/d63f519f50a95800/7e5fe9ba-4141-410d-959a-8c8e08_ju40zz.png)

  

### 5. Add address and bank details and click on "Save" and your customer is created 

  

![](https://storage.crisp.chat/users/helpdesk/website/a31ee70e8d7fb000/a8bdce34-1889-43b9-a3e5-98c592_148ckb3.png)

  

### 6. Type the name of the site and click "Add"

  

![](https://storage.crisp.chat/users/helpdesk/website/6f2e28f22056c800/f5092966-6fcb-4929-b826-109280_11idyp6.png)

  

### 7. Select market type, default currency, units, and more and click "Next"

  

![](https://storage.crisp.chat/users/helpdesk/website/4e542837e3274800/518ddf7f-f200-477d-b075-de89e1_13e9853.png)

  

### 8. Fill in the details and click "Save" and your customer site is created

  

![](https://storage.crisp.chat/users/helpdesk/website/7a25a4b7f52ff000/d506010f-28e4-4d6b-b53f-5ea1cb_1w9svvk.png)