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.