Steps
- Start from an empty cart. Pick the customer before adding items. With items in the cart the app shows Please Empty Cart to Select Customer.
- Search first. On Home, type the customer's name or number in Search or Add Customer. If they appear in the suggestions, tap them and you're done.
- Open ADD CUSTOMER. If they aren't found, tap the add-customer button beside the search box.
- Enter the contact number. Fill in Contact Number(required). It is the only field you must complete.
- Add the other details. Add First Name, Middle Name and Last Name, Mobile Number, Email id and Date of birth as needed. Pick a Customer group if you use them.
- Add the address for delivery. Set the country, state and city, then type the Home Address. A Delivery order needs an address.
- Save. Tap DONE. The app confirms Customer added Successfully and the customer is attached to the order.
Why attach a customer
A customer on the sale lets you find their orders later in Recent Transactions, start a Delivery order to their address, and earn and redeem reward points. Customers you add in the app are saved to the server and appear in Contacts in the web back office.
- Only Contact Number is required.
- If no customer groups are set up, the customer is saved without one.
- For a quick name on the order only, tap the customer in the cart header and use Customer Information.
Frequently asked questions
What details do I need to add a customer?
Only a contact number. Name, mobile, email, date of birth, customer group and address are optional, though a Delivery order needs an address and reward points need the customer attached to the sale.
Why can't I select a customer?
The cart already has items. Pick the customer first, or clear the cart, then search again in Search or Add Customer.