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Customers

26
Apr

Creating Customers (Backoffice) 

To create customers please navigate to Sales > Customers. On the Customers screen, an overall count of Customer that you have created will list. Click on +New.

You will be taken to the create customers page. Please fill out all the necessary information for your customer and assign them to a Customer Group. Once you have done so click Save.

Click on Back to be taken back to your Customers page, your new customer should now be listed.

Editing Customers

To edit a customer simply select the customer and click on the Edit button at the top. An Edit Customer Screen should appear and should be identical to the Create Customer screen. once you have finished editing click on Save.

Deleting Customers

Deleting customers can be simply done by selecting the customer and clicking on the Delete button at the top.

a dialog box should appear asking “Are you sure you want to delete the selected items?” Click Delete.

On the Customers page, the Filter icon on the top right-hand side should help refine certain customers for running CSV exports.

Your list of available Filters are, The company, Customer Group, Economic Zone, First Name, Last Name, Number.  you can also filter your customers by those who have accepted your privacy policy and those who have opted in to receive marketing emails (Marketing Contact Permitted). These filters will help you stay compliant with GDPR.

Once you select a filter type it should appear in the Active Filter Box. Next to every active filter is a drop-down menu to help you refine the search even more. your options are, begins with, contains, is equal.

For Examplewe filtered our customers by Names beginning with the letter J.

Looking up Customers (POS)

To be able to look up and create new Customers from the POS you will need to add the Button Function Customer Lookup to learn how to do so please refer to the Create POS Buttons / Button Configuration manual page.

To search for the customer simply type their names in the search bar at the top of the screen or you can search for the customer by typing any of the following information or by typing only the beginning letter of the following information: Name, Number, Company, Street, City, or Zip Code. 

For Example, we searched for the letter ‘M’, Jhon appears on the list due to the M in his street Name “Mildberry

Creating Customers (POS)

Creating a new customer is very simple you would select customer lookup and click on New.

This should take you to the Personalization screen where you can enter all the information for your new customer once done click on add, notice the customer name will reflect on the receipt and should be listed in the back office now as well.

You may also use the button function Show receipt customer to list any customers associated with the current receipt. If one does not exist the system will allow for a new entry.