How to Add a Customer

You can grow your business by fostering customer loyalty. But first, you have to record your customer details. Here’s how to do that.

Steps on how to add customer

1. Go to Customers, then click the ADD CUSTOMER button.

2. Fill up all fields as much as possible.

PROFILE:

Only First Name and Last Name are required fields. The others are optional, so you can already save the customer record after typing the name.

CONTACT DETAILS:

HOME ADDRESS:

COMPANY INFO:

MEMBERSHIP:

You can group customers into membership types where you can give discounts and points per purchase.

OTHERS:

3. Once done, click the Save button.

4. All saved customers will be displayed under the Customers tab.

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