How to Add a Customer

Owned by Sandra Petrovic
Last updated: Aug 18, 2023
2 min read

  1. Click on the Sales screen from the home page

     

  2. Click on the person symbol with the + next to it to begin adding the customer details

     

  3. A pop up window will appear that allows you to enter the customer details.

     

  4. If you would like to add the customers address then click on the blue ‘Shipping Address’ button

     

  5. Once the address has been entered you can press the green ‘Save’ button

     

  6. The customer will then be added to the open sale. Their name will appear in the customer search field and on the tab in the top left corner.

     

  7. VIP Customer
    - If a customer is a VIP then all you need to do is select the tick box on the customer card

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