How do I invite a customer?

Go to Customers → Add New Customer. Enter their details — company name and email are the key fields (email is required). Choose a Send Credentials option, optionally apply a pricing list, then click Add Customer. If the customer already has an Open Pantry account they simply accept your request; if not, they're emailed an invitation with full instructions on how to log in and place orders, plus their login details. To add many at once, use Import Customer List (xlsx).