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Read the following article to find out how to add customers and their details to the system. 

Step-by-step guide

To search, add or modify a customer you must be have initiated a Sale
Initiate a Sale Instructions


Search for a customer

  1. In the Customer field, enter some of either the customer's first name, last name, email address or phone number. 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.



Add new customers 

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



  2. Fill out the details for the new customer.



    Important

    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



Edit an existing customer

  1. Search for a customer (as shown above).
     
  2. Click on the EDIT to the right of the customer information.



  3. Adjust the details as required.



  4. Click Save to the right of the customer information.


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