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Search for a customer

  1. In the white box to the right of Customer Customer field, enter some of either the customer's first name, last name, email address or phone number, then . Then click Search.




  2. From the list of search results, choose the customer you wish to assign to the sale.




  3. If the customer is not found you can add the customer to the system.

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  1. Click on the Add icon to the right of the customer field.



  2. Fill out the details for the new customer.

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    titleImportant

    The blue arrow icon next to the first name and last name white boxes will switch the information in the two fields.


  3. Once the details have been entered, click on Save

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