Creating/Editing customers

In this article, we will guide you on creating and editing customers on ConnectPOS.

Creating new customers

To create a new customer on ConnectPOS, please follow these steps:

  • Open Sell Screen.
  • At the “Cart” section, click on “Change Customer” icon.
Creating new customers
  • Customer List” will be shown, click on “Create New” button.
Creating new customers
  • A popup to create new customer will appears.
  • Input the following details:
    • First Name, Last Name: Customer’s name.
    • Email: Customer’s email.
    • Group: Select customer group
      • Depending on your E-commerce site, this option will be unavailable, or not required when creating new customer.
    • Telephone: Your customer’s phone number.
      • Depending on your E-commerce site, phone number format might be required.
  • Click on “Save” to finish creating your new customer.
Creating new customers

Adding address to customer

To create addresses for customers, please follow these steps:

  • Open Sell Screen.
  • On the cart section, click on “Change Customer” icon.
  • The customer list will appears. Find and click on the customer.
  • Click on customer’s name to show customer’s information popup.
Adding address to customer
  • Click on “Address” tab.
  • Click on “New Address“.
  • Input information for customer’s new address.
    • By default, new address will uses Outlet’s address for convenience.
  • Click on “Save” to create new address.
Adding address to customer

Please note that you can add address while creating new customer.

Editing customer information

To edit a customer’s information, please follow these steps:

  • Open Sell Screen.
  • Add the customer you wishes to edit to cart.
  • Click on the customer name to open customer’s detail popup.
  • You can then edit the customer’s information as needed.
  • Click on “Save” to finish editing.

Editing customer address information

To edit a customer’s address, please follow these steps:

  • Open Sell Screen.
  • Add the customer you wishes to edit to cart.
  • Click on the customer name to open customer’s detail popup.
  • Click on “Address” tab.
  • Select the address you wishes to edit.
  • Edit the address information.
  • Click on “Save” to finish editing.

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