The New customer form adds a customer account for use in quotes and tenders. Open it with + New customer at the top right of the Customers page. Vertibid assigns the customer reference — for example, CUST-2026-0009 — and shows it at the top right of the form.
The form has four sections, described below in the order they appear.
Customer details
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Customer name — the organization's name, for example Cardiff City Council. Required.
Contact
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Contact name — the person you deal with.
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Email — their email address.
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Phone — their phone number. Choose the country dial code from the list beside the number; the placeholder follows the code chosen.
Bill-to address
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Country — United Kingdom, United States or UAE. The address fields and the postcode format follow the country selected. Default: United Kingdom.
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Address line 1 — street address.
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Address line 2 — apartment, suite and similar. Optional.
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Town / City, County, Postcode — for the United Kingdom, the postcode hint reads "UK format — e.g., CF10 4UW or SW1A 1AA".
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Use a separate address for delivery — when selected, a ship-to address section appears for a delivery address that differs from the bill-to address.
Notes
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Notes — free text for anything you need to remember about the account: payment terms, framework agreements, account history. Notes are internal — "Internal — not shown on quotes".
To add a customer
Before you begin
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You have the customer's contact details and bill-to address.
Procedure
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In the left navigation, select Customers > Customers.
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Select + New customer.
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Under Customer details, enter the Customer name.
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Under Contact, enter the Contact name, Email and Phone.
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Under Bill-to address, select the Country, then complete the address fields.
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If deliveries go to a different address, select Use a separate address for delivery and complete the ship-to address.
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Under Notes, enter anything you need to remember about the account.
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Select Save customer. To leave without saving, select Cancel.
The customer appears in the Customers list with Source reading In-app, and can be chosen when you start a quote or upload a tender.