Create/ View Customers (New)

Creating a new Customer

From CAS --> Transactions --> Customers --> Create/View Customers
Follow the steps below to create or view customer details.
The customers page appears with the list of already created customers. User can search for customers by providing details in any of the search fields. The search fields are as follows :
  • Customer Name
  • First Name
  • Last Name
  • Email
  • Address
  • Zip code
  • City
  • State
  • Country
  • Phone
  • Mobile
  • Groups

To add a new customer

  1. 1.
    Click on ā€œAdd New Customerā€ tab.
  2. 2.
    Enter the customer details on the provided fields.
  3. 3.
    Click on ā€˜Additional Fieldsā€™ to add additional customer details.
  4. 4.
    Select/Deselect the ā€˜Auto Generate Customer Numberā€™ for automatically/ manually entering customer number.
  5. 5.
    Click on ā€œAddā€.
  6. 6.
    Customer will be added and displayed in the customer list.

Removing a Customer

  1. 1.
    Go to the customer list and click on the 3 dots provided near the edit icon.
  2. 2.
    Click ā€œRemove Customerā€.
  3. 3.
    The customer will be removed from the list.

Modifying Customer Details

  1. 1.
    Go to customer list and click on the edit icon.
  2. 2.
    To view the history of the transactions click on ā€œHistoryā€ tab.
  3. 3.
    To cancel the edit click on ā€œCancelā€.
  4. 4.
    Make the desired changes in the fields.
  5. 5.
    Click ā€œModifyā€.