Creating Customers (Back Office)
To create customers, start by navigating to Sales > Customers. On the Customers screen, there will be an overall count of customers you have created. Click on +New.
You will be taken to the Create Customer page. Here you are required to, at minimum, enter the customer’s last name and select a Customer Group. You can now also fill in any additional customer information, 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.
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 Save.
The Edit Customer page now also has a checkbox added to the bottom that allows the customer’s email to be used for Digital Receipts.
You can also now add an external reference (perhaps a customer number from third party) to customer information. This external reference will now show on the PDF of an Invoice as well. If left blank, the field is omitted on the invoice.
There is also a section under each customer where you can assign a Prepaid Card and Credit Limit. These can be used to set up and configure charge accounts per customer. For more information on this please refer to our Setting up Charge Accounts manual page.
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.
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 available options are ‘begins with’, ‘contains’, or ‘is equal’.
For example, we 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. You can also 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’, and in our results, John appears on the list due to the M in his street Name “Mildberry“
Creating Customers (POS)
Creating a new customer is as simple as selecting Customer Lookup and clicking 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’s name is now reflected 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.