Create/ View Customers (New)
New
Creating a new Customer
From CAS --> Transactions --> Customers --> Create/View Customers
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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.Click on āAdd New Customerā tab.
- 2.Enter the customer details on the provided fields.
- 3.Click on āAdditional Fieldsā to add additional customer details.
- 4.Select/Deselect the āAuto Generate Customer Numberā for automatically/ manually entering customer number.
- 5.Click on āAddā.
- 6.Customer will be added and displayed in the customer list.
Removing a Customer
- 1.Go to the customer list and click on the 3 dots provided near the edit icon.
- 2.Click āRemove Customerā.
- 3.The customer will be removed from the list.
Modifying Customer Details
- 1.Go to customer list and click on the edit icon.
- 2.To view the history of the transactions click on āHistoryā tab.
- 3.To cancel the edit click on āCancelā.
- 4.Make the desired changes in the fields.
- 5.Click āModifyā.
Last modified 2yr ago