Customers

Locate ‘Customers’ in the sidebar.

All the added customers can be viewed in the space below.

The search bar can be used to search for customers via name or email.

To add a customer, press the ‘Add’ button in the top right corner.

This will show the field to be filled out.

Enter the details for all the required fields.

The special customer discounts created by the business in the dashboard will appear in the space below and can be selected to automatically grant the customer a discount when shopping.

8. Tick the box at the bottom if the customer consents to receiving marketing emails and SMS.

9. Once all the required information is filled out, press ‘Add customer’.

10. The customer will now appear at the top of the list.

11. On the left side of the customer’s name, press the eye icon to view more details about the customer.

12. This will show all the important information about the customer.

13. Press ‘Attach to Sale’ to go back to the sell section in the POS where the next purchase will automatically count towards the selected customer.

14. This will automatically take you back to the sell page where the customer’s name will be attached at the top.

15. To deselect the customer, simply click on their name.

16. This will show a notification.

17. Once sure, press ‘Remove’.

18. The customer will no longer be selected.

19. Go back to ‘Customers’ in the sidebar.

20. On the left side of each customer’s name, press on the plus ‘+’ sign to attach the customer to the sale automatically.