On this page:

Creating a New Customer

From the main Point of Sale screen, click the Master Tab, and then Customer. This will bring up the Main Master Screen for Customer Accounts.

Click NEW. You can then create a code for your customer (this must be no more 5 characters long with no spaces), Loyalty Card Number if this customer is using the Loyalty card Scheme, address etc. It also gives you the option to set a credit limit and discount percentage for your customer.

Once you have completed the relevant fields, press SAVE.

Modifying an Existing Customer

From the main Point of Sale screen, click the Master tab, and then Customer.

This will bring up the Main Master Screen for Customer Accounts.

Click on the customer you wish to modify, alter the details required and press SAVE.

Deleting a Customer

From the main Point of Sale screen, click the Master tab, and then Customer.

This will bring up the Main Master Screen for Customer Accounts.

Click on the customer you wish to delete, press the DELETE button and then select Yes.

 

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