How to add a customer?
You can enter your customers in a couple of different ways.
-
Go to the Plus + menu at the top of the right, and select
Add customer.
-
Enter the basic customer's information. Basic information can be
added now or later. The customer's name and contact number are
mandatory fields.
-
If you want to enter additional customer information, click on
More.
- When you're done, Click on Add.
How to import customers?
You can easily and quickly import customers in bulk. it accepts
(CSV, XLSX or XLS) format.
When your Excel sheet is ready, follow the steps below to import in
Online POS:
-
Go to the Plus + menu at the top of the right, and select
Add customer
- Click on Import Customer..
-
To begin, download the Online POS customer template spreadsheet
file. This is a pre-formatted template that includes all the
relevant customer information.
-
Once you downloaded the template, you will need to add in your
customers information.
- Save the file to a convenient location on your computer.
-
Click on Upload to select your customer's information
spread sheet.
- Again click on Upload .
-
After importing customers' information, you can see it in the
Customers dashboard from the top left main menu.
How to edit or update customer information?
After you create customer, you can update or edit customer related
details at any time.
-
Go to Customers Dashboard in the main menu at the top
of the left.
-
Select the customer that needs to be updated and then click on
Action.
- Click on Edit.
- Update or edit customer information.
- Click on Update.
How to delete customer?
You can remove customer from customer list.
-
Go to Customers Dashboard in the main menu at the top of
the left.
- Search or select a customer.
- Click on Action and select on View.
- Click on Delete.
We can delete the customer if the customer balance is zero.