Setup Customers from App

View Customers

Associated Permissions: View Customers

Existing customers list can be viewed in customers screen in POS App.

POS App -> Side nav -> Customers

Customers screen in side nav:

Customers screen:

Same customers screen can be accessed from,

• Order details popup -> Click customer field
• Charge screen -> click customer field

Customer field in order details popup:

Customer field in charge screen:

Once a customer in list is clicked, customer details screen will be displayed.

Number	Field Name	Description
1	Customer Details	Summary of Customer Details
2	Recent Orders	Recent Receipts of the Customer
3	Credit Orders Toggle	If toggle is on only the Credit Bills of the customer will be filtered. If not toggled, all the recent Bills of the Customer will be displayed.
4	Total	Total of Customer Bills displayed as per the value of Credit Orders Toggle.
5	Delete	Delete Customer
6	Edit	Edit Customer
7	More Options Menu	More Options Menu list down actions on Customers such as deposits management, block customer, unblock customer, etc

Add a Customer

Associated Permissions: Add Customers

POS App -> Customers screen -> Click (+) button -> Fill in details -> Save

(+) button in customers screen:

Fill details in add customer screen & save:

Customer added:

Edit a Customer

Associated Permissions: Edit Customers

POS App -> Customers screen -> Click on customer in list -> Click "Pencil" icon in tool bar -> Edit details -> Save

Click on customer:

Click "Pencil" icon:

Edit details & save:

Customer edited:

Delete a Customer

Associated Permissions: Delete Customers

POS App -> Customers Screen -> Click on customer in list -> Click "Bin" icon -> Confirm delete

Click on customer:

Click "Bin" icon:

Confirm delete:

Note: Once a customer is deleted, outstanding credit for the customer will be unlinked from the customer and those links are non-recoverable.