Adding a Customer
This option enables you to add new customers.
To add a New Customer
- Click on the "+" icon, adjacent to the Customer field.
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The following pop-up window is displayed.
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- (Optional) Enter the name of the account in the Account Name field.
- Enter the first name of the customer in the First Name field.
- Enter the last name of the customer in the Last Name field.
- (Optional) Enter the contact number of the customer in the Phone field.
- (Optional) Enter the email address of the customer in the E-mail field.
- (Optional) Select the required tax authority from the Tax Authority dropdown list.
- (Optional) Select the default PriceBook from the Customer PriceBook dropdown list.
- (Optional) Select the customer type from the Type dropdown list.
- The picklists are maintained under Settings > Picklist Settings > Edit Account PickList.This is controls the selections in the POS Type list.
- When a customer is added from the POS and a Type is selected, a contact is also created. To set the type for the contacts picklist to be consistent with the accounts, navigate to Settings > Picklist Settings > Edit Contact PickList and add selections there as well.
- More information about editing picklists can be found here.
- (Optional) Enter a customer discount that will be applied to all customer transactions.
Billing Information
- (Optional)Enter the billing address of the customer in the Address field.
- (Optional)Enter the city in the City field.
- (Optional)Enter the state in the State field.
- (Optional)Enter the zip code in the Code field.
- (Optional)Enter the country in the Country field.
Shipping Information
Note:If the billing and the shipping address are the same, select Copy Billing checkbox.
- (Optional)Enter the shipping address of the customer in the Address field.
- (Optional)Enter the city in the City field.
- (Optional)Enter the state in the State field.
- (Optional)Enter the zip code in the Code field.
- (Optional)Enter the country in the Country field.
Click OK to create the customer.
You can also enter custom fields information, if necessary.
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You can also select an existing customer by typing in the name in the Customer text field - the system will auto-complete as you begin typing and provide a drop-down list from which to select.
Updated 20 days ago