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//How to Add a Customer
How to Add a Customer 2019-07-18T10:14:52+00:00

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. Click the Customers icon, then click the ADD CUSTOMER button.

2. Fill up all fields as much as possible.

PROFILE:

profile

warning-icon-imonggoOnly 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:

warning-icon-imonggoMembership type is a group of customers where you can give discounts and points for each member.

OTHERS:

3. Once done, click the Save button.

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