Create/ View Customers (New)

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. Click on “Add New Customer” tab.

2. Enter the customer details on the provided fields.

3. Click on ‘Additional Fields’ to add additional customer details.

4. Select/Deselect the ‘Auto Generate Customer Number’ for automatically/ manually entering customer number.

5. Click on “Add”.

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 “Remove Customer”.

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 “History” tab.

3. To cancel the edit click on “Cancel”.

4. Make the desired changes in the fields.

5. Click “Modify”.