Maintaining an accurate and comprehensive customer database lets you maximize your potential for repeat custom, and provide a higher standard of customer service. In this guide, we'll talk you through how to create a new customer record in the Back Office – however, you can also do this in the Point of Sale, while processing a transaction.
Creating a new customer
1) In the main menu in the Back Office, expand the Customers heading, then click on Customers.
2) This will open the customer list. Click on the New button in the top left:
3) Fill in the fields on the Create New Customer panel. The only required field is Last Name, but we'd recommend getting as much information as possible.
4) Then click on Create New Customer (above). This will create a customer record for that person, and will open it on the Account Information tab. You can then add more information about the customer if you like.
5) For example, you can use the postcode lookup tool to find the customers address, (charges may apply). Simply type the customer's post code into the Postcode field and click on the magnifying glass icon on the right:
6) Select the relevant address from the dropdown to auto-populate the address fields.
7) Once you've filled in all the relevant information, click the Save Pending Changes button in the bottom right.
