1. Click on the Customer Search Icon.
2. Enter the customer's Last Name and First Name, and then click on Search to make sure that they are not already in the system.
3. If the customer is not in the system, click on the Add New button at the bottom of the customer search pop-up.
4. Enter the customer's first and last name. We suggest that you capture as much customer information as you can. This includes email, billing address, and a phone number.
5. Click OK to save the customer's information, and now you are ready to process that customer's order.