Steps on how to add customer


1. Go to Customers, then click the ADD CUSTOMER button.

2. Fill up all fields as much as possible.

PROFILE:

profile

*Only First Name and Last Name are required fields. The others are optional, so you can already save the customer record after typing the name.

CONTACT DETAILS:

HOME ADDRESS:

COMPANY INFO:

MEMBERSHIP:

*You can group customers into membership types where you can give discounts and points per purchase.

OTHERS:

3. Once done, click the Save button.

4. All saved customers will be displayed under the Customers tab.

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