How to manually create a new Customer Organization?

Introduction

This article describes how a new Organization can be created manually. In the Select Organization section, you (Seller Admin) can create a new Customer Organization.

For Microsoft Customers: If the desired Customer is already registered with the Microsoft Partner Center, please see the article about adding a Microsoft Tenant.

In this article:

• Select Organization page
• Fill in the required fields

• Understand creation options

  Adding a Microsoft Tenant later

Select Organization page

Navigate to the Select Organization page

Click +Invite customer in order to create Customer Organization.

On Distributor level you can create also new Seller from this UI by clicking + Invite partner. You will be redirected to the Distributor Portal. See more in this article: How to create a Seller?

Fill in the required fields

Fill in the required fields in the Organization creation form as described below.

ERP ID (optional or mandatory)

This field can be made mandatory in Settings → Customer → Customer Rights by enabling Reject Orders without ERP ID.

Registration Number

The official business registration number of the Customer.

Currency

The company's national currency is selected by default.

Industry

Select the appropriate industry for the Organization. If left empty, it defaults to Private Organization.

Primary Address

Enter the Customer's main address. By default, the Billing Address will mirror this unless changed.

Primary Contact Information

Enter the main contact details. The Billing Contact will also default to these details unless specified.

Understand creation options

At the bottom of the creation form, there are two options:

A. Create and approve – The Organization is created and immediately approved, which means it can start purchasing Products right away.

B. Create – The Organization is created in a pending state and must be approved later before any purchases can be made.

For more details, see the article How to activate an organization?.

Adding a Microsoft Tenant later

If the Customer wants to become a Microsoft customer after the manual creation, a Microsoft Tenant can be created at the time of Subscription purchase.

For more guidance, see the article "Add Microsoft Tenant".

Summary

The Organization can be created in either an approved or new state, depending on whether you choose Create and approve or Create. Accurate completion of fields such as ERP ID, address, and industry is essential, as these details impact purchasing readiness and Microsoft Tenant creation. Organizations created manually can later be linked to Microsoft by adding a Tenant during Subscription purchase.

Related content

• Add Microsoft Tenant
• How to activate an organization?