How to Add a Customer

How to Add a Customer

We have a video guide on configuring new customer-specific settings and how to add new customers - ðŸŽ¬ Adding Customers
There are 2 ways to add a customer in Retailer:
  1. Customer Screen
  2. Find Customer Screen

Customer Screen

  1. On the main screen of Retailer, click on the Customers icon. Alternatively, click on Customers -> Customer Screen on the top menu bar of Retailer.
  2. On the bottom-left, click on Add.
  3. Enter the customer's details as required.
  4. Click Save.

Find Customer Screen

  1. The Find Customer Screen can be accessed from any screen where you search for a customer. For example, pressing [F9] from the Point of Sale screen.
  2. On the bottom-left, click on Add.
  3. In the Customer Name and Address screen, enter in the contact and address details.
  4. In the Additional Contact Details screen, enter in additional details about the customer.
    You can enter multiple emails if you separate them using a semicolon ;
  5. In the Other Details screen, enter in the options as you require.
  6. Click Finish.
See Setting up Add Customer Screen for details on customising the add customer screen
There are some default settings for newly added customers that can be changed - see HERE for more.

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