Adding a Customer
How to add a new walk-in customer.
Open Customers Module
- Open Customers Module by double clicking on 'Customers' in your tool bar.
- To create a new customer click on 'New' in the tool bar.
Fill in the new customer's information to the best of your knowledge.
- Note that some of the fields must be filled in order to add a new customer while others are not mandatory.
This is dependent on your settings and regulations. - It is always best to complete as much information as possible for better customer service and tracking purposes.
Add a scanned copy of the new customer's ID.
- Click on 'Browse file', find your scanned document, click 'Open' then 'Save'.
