Create Customer
Select 'Main Menu' Icon → Select 'Create Receipt' Menu Tab
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Form Information
- Click on Customer Icon here ( Refer Image 01 )
- Click on Add New Customer link button ( Refer Image 02 )
- Provide the Name of the Customer ( Refer Image 03 )
- Enter the Email Address
- Provide the Phone Number here
- If you wish to add a Note, you can provide here
- Click on 'Save' button to save the customer
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Adding Customer to the sale
Select 'Main Menu' Icon → Select 'Create Receipt' Menu Tab
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Form Information
- Click on this Customer Icon to add loyalty customers (Refer Image 01)
- Select the Customer (Refer Image 02)
- Click on 'Add To Receipt' button to add the customer (Refer Image 03)
- Earned Points are displays here
- After adding the customer, the Customer Icon is changed (Refer Image 04)
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Create Customer Order
Select 'Main Menu' Icon → Select 'Functions' Menu Tab → Select 'Create Customer Order' Link
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Form Information
- Click on 'Functions' ( Refer Image 01 )
- Click on 'Create Customer Order' ( Refer Image 02 )
- Selected Products are listed here ( Refer Image 03 )
- Cilck on 'Create Customer Order' button
- Select the Due Date here ( Refer Image 04)
- Select the Customer here
- Put a tick here, if you wish to have an Advance Payement
- Click on 'Yes' button to confirm the order
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Create Customer Feedback
Select 'Main Menu' Icon → Select 'Functions' Menu Tab → Select 'Customer Feedback' Link
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Form Information
- Provide Customer Name here (Refer Image 04 )
- Enter Contact number
- Select the Feedback Type
- Provide the Feedback Description here
- Click on 'Save' button
Create Customer Feedback - Extra Options
Select 'Main Menu' Icon → Select 'Create Receipt' Menu Tab → Select 'Customer Feedback' Link
Form Information
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You are allowed to Delete the selected feedback here
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Create Customer
Click 'More' Tab → Click 'Customers ' Tab → Select 'Customer Registration'
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Form Information
- Provide Unique Reference Id here (if you have your own reference id)
- Select the Customer Title
- Enter the First Name here
- Enter the Last Name here
- Enter the Mobile number
- Enter the Email Address
- Put a tick, if you recommended the customer as Loyalty Customer
- Select the Loyalty Program here
- Put a tick, if you recommended the customer as Membership Customer
- Enter the Start Date here
- Enter the End Date here
- Select the Discount Plan
- Put a tick, if you recommended to have Billing Information
- Provide the Billing Name here
- Provide the Billing Address
- Enter the Name of the city
- Enter the Region
- Enter the Postal Code
- Enter the Country
- Put a tick, if you wish to have QR code in the receipt
- Provide a Description here (Optional)
- Upload an Image of the customer (Optional)
- If you wish to save the customer details, click on 'Save' button
Create Customer - Extra Options
Click 'More' Tab → Click 'Customers ' Tab → Select 'Manage Customers'
Form Information
- You are allow to View the customer details here
- You are allow to Edit customer details here
- You are allow to Remove the customer details here
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Create Customer - Bulk Upload
Click 'More' Tab → Click 'Customers ' Tab → Select 'Customer Registration'
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Form Information
- Click on 'Download' button to download the CSV template
- Here you can edit the CSV file and can add customer details according to the template ( Refer the CSV Formatting Guidelines)
- Click on 'Browse' button to browse the file from your device
- Click on 'Upload' button to save the customer details
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Assign Membership to Customer
Click 'More' Tab → Click 'Customers ' Tab → Select 'Customer Registration'
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Form Information
- Provide Unique Reference Id ' here (if you have your own reference id)
- Select the Customer Title'
- Enter the First Name '
- Enter the Last Name '
- Enter the Mobile Number'
- Enter the Email Address'
- Put a tick, if you recommended the customer as Membership Customer'
- Enter the Start Date '
- Enter the End Date'
- Select the Discount Plan'
- Click on Save ' button
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