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Customer Information

Customer Information

Owned by Leon Lu
Last updated: Feb 14, 2022 by Sandra Petrovic

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 have initiated a Sale
How to create New Sales Instruction

Search for the customer

  • If the customer already exists in your system, In the Customer field, enter some of either the customer's 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.

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


Add New Customers 

  • If you have a new customer, click on the Add icon to the right of the customer field.


  • You can see another screen, Fill out 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.


Edit an existing customer

  • Search for a customer (as shown above).
  • Click on the EDIT to the right of the customer information.
  • Adjust the details as required.
  • Click Save to the right of the customer information to populate the changes.






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