How to Add a Customer

How to Add a Customer

Info
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.

The tabs along the bottom left of the Customer screen allow you to add additional information for the customer, beyond the name and address. The following explains the different tabs and information that they record:
  1. Contacts - This tab can record additional contact information for the customer, including email address, mobile number, and tick the option to send Customer Accounts via email for this customer.
  2. Postal - This tab records an alternate postal address for the customer including an alternate name to be printed on invoices and statements. These details take priority over the normal customer name and address when printing invoices and statements. There is also a button to Link accounts in a Master account group.
    Info
    Click HERE for more information on how to setup Master accounts.
  3. Shipping - This tab records shipping details such as name and address for item delivery when a customer has purchased something to be delivered. This is available as a selection during certain sales such as quotes and invoice sales.
  4. Other - This tab has a few general but important options for the account. The Account Customer tickbox (when ticked) allows the account to track balances, get charged, and receive payment at later dates.
    Info
    For more information on account customers, click HERE.
    It also has a tickbox for Loyalty program, a box to assign Discount Voucher category, and behaviours on enabling or disabling printing/emailing of receipts or invoices.
    There is also a surcharge setting that is used when running a customer's account (if you wish to charge a specific customer a surcharge).
    NotesNote: This surcharge doesn't appear when forward charging for payments and it only appears during the Customer Billing process for a given date range.
  5. Credit - This tab lets you impose a credit limit on the account, whether that is by age (time) of oldest transaction or a dollar amount limit.
    Info
    For more information on setting credit limits, click HERE.
  6. History - This tab allows you to record an ABN, an anniversary date, for the customer.  The ABN will only appear on Customer Statements. You can also assign a Discount Profile for automatic discounts to this account, and attach Customer Tags.
    Info
    Click HERE for information about Discount Profiles, and HERE for information about Customer Tags.
  7. Notes - This tab lets you record notes on the customer. These can be displayed on the POS screen during a sale, if the Show Notes box is ticked.
  8. Runs - This is for newsagencies only, and will display the Runs that customers are on.
    Info
    For more information on Runs and Run lists, click HERE.
  9. ID - This tab records the CentrePay Ref number (for systems using CentrePay integration with their customer payments), and Allotrac ID (for systems using the Allotrac dispatch and delivery integration).
    Info
    For information on using Allotrac, click HERE.
    There is also a list of IDs that can be recorded here, for use with Age Checks, and other ID checks (such as firearms licences and fishing licences).
    Info
    More information on managing ID can be found HERE.

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.
    Idea
    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.
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See Setting up Add Customer Screen for details on customising the add customer screen
Info
There are some default settings for newly added customers that can be changed - see HERE for more.

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