Adding_A_New_Customer_Installer

Adding A New Customer - Installer

 

 

 

Overview

 

Customers can be added through the Point of Sale screen or through the back office. Use the Add New Customer button to add new customers to your system via Point of Sale. (See Hot Menu Setup for information on adding a new customer through the back office and Customer Record for details about each field.)

 

 

Steps: Adding A New Customer - Installer

 

  1. From the Point of Sale screen, click on the Customer Information box at the top of the screen.

  2. Click the Add New Customer button at the bottom of the screen.

  3. Complete each of the fields with the customer’s information. (Note: The fields marked in red are required.)

  4. The Account Number field drop down box will only display the account numbers that have the flag ‘Allow new Customers in POS’ set to Yes in the account record.