Get Started: Part 3
Part 3 of the Get Started Guide will focus on adding customers to your system. We will also look at how registered customers can be linked to transactions, among other things, in various apps, such as POS, Invoices, Quotations, and Reservations.
Registered customers may also be part of various promotions such as the loyalty program, special offers, and punch cards, all of which can be created via the Promotions app.
Tap on Customers.
Tap the New Customer button located on the top right-hand corner of the screen.
This will present you with two options to choose from: Individual or Business. Pick the one which is most applicable to the type of customer you wish to add (i.e. A company or a person).
The bare minimum of information required to add a new customer is a name; everything else such as contact details, account credit limit, and social media can be added afterwards in the Advanced Info section.
Tap the Check Mark to save any details and register the customer.
Once a customer has been saved they will appear on the left-hand side of the page. Tapping on them will reveal their details on the right-hand side, under Customer Info.
Edit or delete a customer by selecting it and, using your thumb or finger, swipe left, revealing two icons.
Tap the Red Bin Icon to delete, or the Orange Pencil Icon to edit.
Now that we have a registered customer, we can begin to link customers to transactions.
Go to the homepage and tap on POS.
Tap on the Customer Assign Icon, as highlighted, launching a pop-up window displaying all of your registered customers.
Here you can choose to connect a customer or staff member to this transaction.
In Part 1 of the Get Started Guide we went over how to add items to an invoice. Here, we will focus on how to connect a customer to an invoice.
After learning how to add a customer to an invoice, try to connect a customer to a quotation, and try to reserve an item for a customer!
Go to the homepage and tap on Invoices.
To create an invoice, tap New Invoice.
Tap on the Customer Assign Icon, launching a pop-up window displaying all of your registered customers.
Here you can choose the customer you wish to connect to this invoice.
You may view the transactions of individual customers back in the Customers app.
Go to the homepage and tap on Customers.
Select the customer for whom you wish to see their orders, followed by tapping the Orders button, located near the bottom right-hand side of the screen, as highlighted below.
The orders page allows you to see, in detail, every order ever connected to this, specific customer. This includes orders and transactions from the POS, Invoices, Quotations, and Reservations apps.