How to Create a Customer

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Once a cashier is signed to a register

Select Customers

A message box will appear. Select Ok

Select New

A demographic box will appear. Enter in the customers demographic information you want to capture

 

Select Process button once you are done entering demo info.

Then select ok when registered successfully.

At this point you can edit customers information (if needed)

Note: this may required a manger override (as shown in the next image)

For example:

  • correct phone number
  • update customer class to tied customer to a particular discount
  • add address
  • etc.

once you are done editing (if needed)

select ok

Notice that your customer is then pulled into to start purchasing, complete as normal

Next How to Create Category and/or Subcategory

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