Create/ View Customers (New)
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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
Address
Zip code
City
State
Country
Phone
Mobile
Groups
Click on âAdd New Customerâ tab.
Enter the customer details on the provided fields.
Click on âAdditional Fieldsâ to add additional customer details.
Select/Deselect the âAuto Generate Customer Numberâ for automatically/ manually entering customer number.
Click on âAddâ.
Customer will be added and displayed in the customer list.
Go to the customer list and click on the 3 dots provided near the edit icon.
Click âRemove Customerâ.
The customer will be removed from the list.
Go to customer list and click on the edit icon.
To view the history of the transactions click on âHistoryâ tab.
To cancel the edit click on âCancelâ.
Make the desired changes in the fields.
Click âModifyâ.