How do I add a new customer?
Create a customer profile from the Customers page, including reseller details.
Go to Sales > Customers, press New customer, fill in the details the customer is happy to give, and press Add customer.
Who this is for: Cashier, Store admin
These steps use the New Experience. If your menu looks different, click Switch to New Experience at the top of the page.
Steps
- Go to Sales > Customers.
- Press New customer.
- Enter what the customer is willing to share: First name (required), Last name, Phone, Email, Address, City, State, ZIP, and Notes. Tick Send marketing emails if they agree to marketing.
- If the customer is a reseller (buying items to resell), tick Reseller (buys for resale) in the Reseller & ID section and fill in Reseller ID, Business name, DBA, Name on driver's license, License state, License number, and Name on the ID matches the customer. Resellers are tax exempt at checkout.
- Press Add customer.
Things to know
- You can also add a customer from the register while ringing a sale, but resellers must be set up on Sales > Customers.
