1) Go to Home > “Customers” icon.
2) Then tap on the “+” sign on the upper right of the screen.
3) Enter your customers details .
- “Link to phone contact” – click this to get phone contact as your customer
- “Is Public” – use to allow access of customer information to other “sales role” user.
- “Tax Code” – Tax definition for each customer.
- “Price Level” – This is the price group define for each customer. It will have an impact to the item price of all transactions
- “Custom Fields” – use to extend customer information. Please see the topic “About Custom Fields” for more detail.
4) Then click on Save to add the new customer.
First steps