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- How to Edit a Search Filter
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- How to make a return
- How to add a product to the Inventory
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- Sales Orders
- How to open a register
- How to close a register
- How to add a customer to an Order
- How to edit a customer on the sale orders page
- How to Create a customer with the sale orders page
- How to add a product?
- Available payment methods
- How to make a Split Transaction
- How to change the order source
- How to add a billing address
- How to add a shipping address
- How to print a receipt
- How to add a note to the order
- How to turn on or off the auto print receipt
- How to make a Sale
- How to make a Sale Copy
- How to make an exchange
- How to give Store credit
- How to use Store credit
- How to Add a Staff Member to a Cash Register / Point of Sale
- How to create a new Customer in Manage Orders
- How to create a new Order in Manage Orders
- How to search for orders
- How to print an invoice
- How to print an Address
- How to print a Pullsheet
- How to print a Receipt
- How to edit an order
- How to ship an order
- How to delete an order
- How to return a product
- How to view a return order
- How to make a return
- Show Remaining Articles (19) Collapse Articles
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- Articles coming soon
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- How to open a register
- How to close a register
- How to add a customer to an Order
- How to edit a customer on the sale orders page
- How to Create a customer with the sale orders page
- How to add a product?
- Available payment methods
- How to make a Split Transaction
- How to change the order source
- How to add a billing address
- How to add a shipping address
- How to print a receipt
- How to add a note to the order
- How to turn on or off the auto print receipt
- How to make a Sale
- How to make a Sale Copy
- How to make an exchange
- How to give Store credit
- How to use Store credit
- Show Remaining Articles (4) Collapse Articles
-
- How to Add a Staff Member to a Cash Register / Point of Sale
- How to create a new Customer in Manage Orders
- How to create a new Order in Manage Orders
- How to search for orders
- How to print an invoice
- How to print an Address
- How to print a Pullsheet
- How to print a Receipt
- How to edit an order
- How to ship an order
- How to delete an order
- How to return a product
- How to view a return order
- How to make a return
-
- Articles coming soon
-
- How to create a new Customer in Manage Orders
- How to create a new Order in Manage Orders
- How to search for orders
- How to print an invoice
- How to print an Address
- How to print a Pullsheet
- How to print a Receipt
- How to edit an order
- How to ship an order
- How to delete an order
- How to return a product
- How to make a return
-
- How to Search For An Inventory Item
- How to Add a Catalog Subscription to Your Database
- How to Adjust the Price of an Inventory Product for Any Sales Channel or Location
- How to Transfer Inventory from One Location to Another
- How to Manually Adjust an Inventory Quantity on Hand via Transfers or Adjustments
- How to add a product to the Inventory
-
- How to Search For An Inventory Item
- How to Manually Adjust an Inventory Quantity on Hand via Transfers or Adjustments
- How to Transfer Inventory from One Location to Another
- How to Adjust the Price of an Inventory Product for Any Sales Channel or Location
- How to Adjust Inventory Quantities or Reserve Quantities for Any Location
- How to Archive a Product
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- Articles coming soon
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- Articles coming soon
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- How to add a Country Item
- How to remove a Country Item
- How to edit a Country Item
- How to add a User
- How to edit a User
- How to Change my password
- How to remove a User
- How to add a currency type
- How to remove a currency type
- How to edit a currency type
- How to Create a New Order Status
- How to Edit an Order Status
- How to Delete an Order Status
- How to Add a Store Location / Inventory Location
- How to Remove a Store / Inventory Location
- How to Edit a Store / Inventory Location
- How to Create a Cash Register
- How to remove a Cash Register
- How to edit a register
- How to open a register
- How to close a register
- How to view a Cash Register’s transactions for today
- How to view all of a Cash Register’s transactions history
- How to Create a Report
- How to delete a Report
- How to run a Report
- How to modify a Report
- How to add a Setting
- How to modify a Setting
- How to Remove a Setting
- How to turn on or off auto print receipt
- How to add a Search filter
- How to add the API key to Endicia
- How to add a Carrier
- How to edit a Carrier
- How to remove a Carrier
- How to add a Content Type
- How to edit a Content Type
- How to remove a Contents Type
- How to add a Delivery Confirmation Type
- How to edit a Delivery Confirmation Type Type
- How to remove a Delivery Confirmation Type
- How to add a Dimension Unit
- How to edit a Dimension Unit Type
- How to remove a Dimension Unit
- How to add a Label Format
- How to edit a Label Format Type
- How to remove a Label Format
- How to add a Label Output Type
- How to edit a Label Output Type
- How to remove a Label Output Type
- How to add a Label Size
- How to edit a Label Size Type
- How to remove a Label Size
- How to add a Non Delivery Option
- How to edit a Non Delivery Option Type
- How to remove a Non Delivery Option
- How to add a Packaging Type
- How to edit a Packaging Type Type
- How to remove a Packaging Type
- How to add a Service Type
- How to edit a Service Type
- How to remove a Service Type
- How to add a Weight Unit
- How to edit a Weight Unit Type
- How to remove a Weight Unit
- How to Edit a Search Filter
- How to remove a Search filter
- Show Remaining Articles (53) Collapse Articles
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- How to add the API key to Endicia
- How to add a Carrier
- How to edit a Carrier
- How to remove a Carrier
- How to add a Content Type
- How to edit a Content Type
- How to remove a Contents Type
- How to add a Delivery Confirmation Type
- How to edit a Delivery Confirmation Type Type
- How to remove a Delivery Confirmation Type
- How to add a Dimension Unit
- How to edit a Dimension Unit Type
- How to remove a Dimension Unit
- How to add a Label Format
- How to edit a Label Format Type
- How to remove a Label Format
- How to add a Label Output Type
- How to edit a Label Output Type
- How to remove a Label Output Type
- How to add a Label Size
- How to edit a Label Size Type
- How to remove a Label Size
- How to add a Non Delivery Option
- How to edit a Non Delivery Option Type
- How to remove a Non Delivery Option
- How to add a Packaging Type
- How to edit a Packaging Type Type
- How to remove a Packaging Type
- How to add a Service Type
- How to edit a Service Type
- How to remove a Service Type
- How to add a Weight Unit
- How to edit a Weight Unit Type
- How to remove a Weight Unit
- Show Remaining Articles (19) Collapse Articles
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How to add a customer from the Point of Sales page
Posted
Updated
ByKevin Kirwan
- Opening the New Customer pop-up window
- Click on the “New Customer” button in the upper right hand corner of the page. Clicking that will pull up the pop-up window with the title “Customer Information”.
- Click on the “New Customer” button in the upper right hand corner of the page. Clicking that will pull up the pop-up window with the title “Customer Information”.
- Input the Customer data
- In the pop-up window, Input the data from the customer into their respective info boxes
- Saving the Customer data
- Clicking the save button will save the customer data, then you can ‘X’ out of the window and the customer will have been added to the customer table.
Posted
Updated
ByKevin Kirwan