If you haven’t already, we recommend you check out the previous two guides, How to use the POS system and how to use case management, before you move on with this one.
Any new customers you register when someone makes a sale get added to our customer module. All your customer data is stored here, so you can always go back and, for example, find a customer’s phone number. If you have a bunch of customer info you want to add to our system, you can totally do that.
If you want a more in-depth guide on how the customer module works and how to edit your customers’ details, you can click here, for more info. You can also use the link if you use Customer groups and you want to give a discount to a certain group, for example. If you don’t use it or don’t want to, you can just skip this part.
If you issue gift cards you can also see who the gift cards are issued to, and how much money is left on the gift card. Click here, for more info.
What's next?
By now you've pretty much got a handle on how our system works. The last thing you might want to check out is Statistics, click here, to see what you can do with Statistics.
If you don't want to use it, just skip this part.
Customers 1st main features:
By clicking on one of the functions above, you'll be taken to a guide for the function you clicked.
