Customer Management

You can maintain a list of all regular customers in the Customer management section. You can add new customers here or they will be added to the system by the cashier directly at the checkout, see Customer identification. The customer data entered here will be printed on the sales documents upon identification.

You can sort the list of customers by clicking on the name of one of the columns, such as Name or City.

Search > type in the bar anything you want to use to find a specific partner, whether the name or ID number.

If you want to display customers with something in common, type in the search bar the common element, such as a city.

The square with the arrow exports the list of customers to Excel. Only those customers that you have displayed according to the specified filter criteria are exported.

Use the plus icon to add a new customer.

With a square that has rows, you can change which columns appear in the customer list and which will be hidden.

When creating a new customer, fill in all the data, such as Name, Address or ID number, which will need to be printed on the cash receipts when this customer makes a purchase.

Status > if the status toggle button is to the left and gray, this customer is marked as inactive and therefore cannot be identified at the cash register at the time of sale. You can easily change the status by clicking on the toggle.

Pencil > lets you edit the entered data of the customer which is marked by clicking.

You can easily open the customer editing window by clicking directly on its name in the second column.

The bin delete customers that you no longer want to register in the system.

Once you have created more customers than will fit on one page, there is a paginator at the bottom of the window that you can use to set how many rows you want to see on one page.

Chapter Assortment follows