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To search, add or modify a customer you must be have initiated a Sale
Initiate a Sale InstructionsHow to create New Sales Instruction
Search for
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the customer
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- If the customer already exists in your system, In the Customer field, enter some of either the customer's
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- First Name, Last Name, Email Address, or Phone Number. Then press enters key or Search icon
- From the list of search results, choose the customer you wish to assign to the sale.
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- If the customer is not found you can add the customer to the system.
Add new customers
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New Customers
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- If you have a new customer, click on the Add icon to the right of the customer field.
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- You can see another screen, Fill out
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- all the fields. If this customer is VIP, check the VIP box.
- Once the details have been entered, click on Save button.
The blue arrow icon next to the first name and last name white boxes will switch the information in the two fields.
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Edit an existing customer
- Search for a customer (as shown above).
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- Click on the EDIT to the right of the customer information.
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- Adjust the details as required.
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- Click Save to the right of the customer information to populate the changes.
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