Customer List

Create or Mondify a Customer

• Click the  button to open the window of creating a new customer. Then input the customer's name, company, billing address, shipping address, and so on.
• Double click a customer from the customer list to modify this customer's profile.
• Then you can add/modify this customer's profile. We will explain some of the fields below:
  • Barcode: this field is generated by the system, you can use this to print customer's VIP card label or you can overwrite this code by scanning a membership card number for this customer.
  • Level: in the Admin section, you can define different customer VIP or membership levels. You can then select the level for this customer from the drop down list.
  • Disabled: this is used to disable this customer. A disabled customer will not be able to be added to a sales ticker.
  • Addresses: you can define Billing and Shipping addresses. If the two addresses are the same, you can click on the ">>" button to copy.
  • Photo: to upload a photo for this customer, place your mouse cursor to the photo area, right click it, choose "Load" to find and upload a photo of this customer to POS system.
• Function Buttons are located at the bottom of the screen:

 

• History: click on it to open this customer's purchase history and find out the items purchased.
• New: click on it to create a new customer
• Credit Card: click on it to swipe the credit card and populate the customer information automatically to save your data entry time.
• Save & Close: click on it to save the current customer and close the editor.
• Save: click on it to save the current customer without closing the editor window.
• Close: click on it to close the editor window.