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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 an order
- How to view a return order
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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
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- 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 an order
- How to view a return order
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- Articles coming soon
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- 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 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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- How to Create a Cash Register
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- 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
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How to Create a customer with the sale orders page
PostedDecember 20, 2024
UpdatedDecember 20, 2024
ByKevin Kirwan
- Access the Point of Sales page
- Click on the Sales Order tab in the left-hand menu.
- A dropdown will appear; select Point of Sale.
- Creating the new Customer
- Click on the New Customer+ button.
- Customizing the New Customer
- Input the new First Name into the First Name box.
- (Optional) Input the new Last Name into the Last Name box.
- Input the new Email into the Email box.
- (Optional) Input the new Phone into the Phone box.
- (Optional) Input the new Street Address into the Street Address box.
- (Optional) Click the Country box to open the drop down menu and Select the new Country.
- (Optional) Input the new State into the State box.
- (Optional) Input the new City into the City box.
- (Optional) Input the new Zip Code into the Zip Code box.
- (Optional) Click the check mark box of Tax Exempt.
- (Optional) Input the new Store Credit into the Store Credit box.
- Saving the New Customer
- Click the Save button.
Posted
Updated
ByKevin Kirwan
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