Add new customers from POS
This topic goes through he process of adding new customers from the POS.
Prerequisites
- Have a button on the POS configured with the POS action INSERT_CUSTOMER. The name of the button should be Create New Customer or similar.
- (Optional) Have customer templates defined.
Create a new customer and add them to the sale
- Open the POS.
- Press Customers.
If the customer already exists, press Select Customer, and choose a customer from the list. - Press Create New Customer.
- Enter customer information manually.
Apply an existing customer template to the customer (optional)
- Press the
in the upper right corner followed by Apply Template to apply an existing customer template.
- Choose the template and press OK.