Adding a customer is an essential step in managing orders efficiently. There are two ways to add a new customer:

1. Through the Order Entry Page – Ideal for quick customer addition during order processing.

2. Through the Customers Module – Provides more comprehensive customer details and settings.

This guide outlines both methods in detail to ensure smooth customer management.

TABLE OF CONTENTS

• Adding a Customer from the Order Entry Page
  • Step 1: Access the Order Entry Page
  • Step 2: Search for an Existing Customer
  • Step 3: Add a New Customer
• Adding a Customer from the Customers Page
  • Step 1: Access the Customers Page
  • Step 2: Add a New Customer
  • Step 3: Enter Customer Information
  • Step 4: Configure Additional Customer Settings
  • Final Step: Save the Customer

Adding a Customer from the Order Entry Page

On the Order Entry Page, you can either search for an existing customer or add a new one if they are not in the database.

Step 1: Access the Order Entry Page

• On the Dashboard, click New Order and select Order Entry from the dropdown list.

Step 2: Search for an Existing Customer

• In the Search Customer field, enter the first few letters of the customer's name.

• A list of matching customers will appear. Select the correct customer from the list.

Step 3: Add a New Customer

• If the customer is not in the database, enter their details:

  • First Name (Mandatory)

  • Last Name (Mandatory)

  • Email (Mandatory)

  • Company Name (Optional)

  • Address (Optional)

  • Phone Number (Mandatory)

Note: A New Customer tag will appear to indicate a fresh entry.

Tip: The system is integrated with Google Maps, allowing for easy address selection by typing the first few letters.

Once the customer information is added, it is automatically saved for future use.

Adding a Customer from the Customers Page

Step 1: Access the Customers Page

• Navigate to Dashboard > Customers.

The Customer Page will be displayed.

Step 2: Add a New Customer

• Click New Customer.

The Add New Customer Page will be displayed.

Step 3: Enter Customer Information

• Select the Shop Name from the dropdown list.

• Enter the Company Name (if applicable) in the Customer Company field.

• Provide the following details:

  • First Name (Mandatory)

  • Last Name (Mandatory)

  • Address (Optional)

  • Phone Number (Mandatory)

  • Email Address (Mandatory)

Step 4: Configure Additional Customer Settings

• Select the Customer Type from the dropdown list.

• Enter the Store Credit value (if applicable).

• Configure the following customer preferences by enabling the respective options:

  • Credit Approved – Enable if the customer qualifies for credit approval.

  • Paperless Statements – Enable if the customer prefers digital transactions.

  • Email Statements – Enable if the customer requires emailed statements.

  • Enable Loyalty – Enable if the customer is part of a loyalty program.

  • Late Fee Setting – Enable if late fees should be applied to this customer.

Final Step: Save the Customer

• Click Add New Customer to save the information.

The customer is now successfully added and can be selected while creating orders.