Follow

Adding a New Customer Record in POS

1. Click the Customer Search Icon. 

Customer_Search_Icon.jpg

2.  Enter the customer's Last Name and First Name, and then click Search to make sure that the customer is not already in the system. 

Customer_Search.jpg

3. If the customer is not in the system, click the Add New button at the bottom of the Customer Search window. 

Add_New_Customer.jpg

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. 

Customer_Information.jpg

5. Click OK to save the customer's information. You are now ready to process the customer's order. 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments