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How do I enter a new customer?

Last post 11-13-2008, 5:28 PM by Gloria. 2 replies.
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  •  04-20-2007, 8:25 PM 1

    How do I enter a new customer?

    1. From the point of sale dashboard, click the "customers" button.

    2. The "People Search" dialog pops up.  Enter part or all of the person's name: lastname, then a comma, then a first name.  For example to get John Smith, you might type "sm,j".

    3. Look through the results to see if this person is already entered in the database.  If so, select them from the results list.  If not, then click the 'New' button.

    4. Once you are on the new customer page, you must enter a first name, last name and gender before the record can be saved, and a sale or other customer activity can be completed.

  •  10-23-2008, 12:57 PM 8 in reply to 1

    Re: How do I enter a new customer?

    Can I choose not to record gender?
  •  11-13-2008, 5:28 PM 9 in reply to 8

    Re: How do I enter a new customer?

    One can choose not to record gender. Go to Advnaced Settings (on the Dashboard) then Site Settings.  Under the

    'Business Preferences" heading change "Person Gender Required" to false.

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