There are 2 ways to add a customer in Retailer:
- Customer Screen
- Find Customer Screen
Customer Screen
- On the main screen of Retailer, click on the Customers icon. Alternatively, click on Customers -> Customer Screen on the top menu bar of Retailer.
- On the bottom-left, click on Add.
- Enter the customer's details as required.
- Click Save.
Find Customer Screen
- 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.
- On the bottom-left, click on Add.
- In the Customer Name and Address screen, enter in the contact and address details.
- In the Additional Contact Details screen, enter in additional details about the customer.
- In the Other Details screen, enter in the options as you require.
- Click Finish.
See Setting up add customer screen for details on customising the add customer screen