Shopfront allows you to create a new customer account from the sell screen. You can choose to either use the + Add Customer button or the designated sales key in More Functions. Either option will open a pop-out version of the creation wizard and edit page also found in Customer Management.
+ Add Customer button
The + Add Customer button to the top right of your sell screen allows you to add a customer to a current sale. If a customer already exists, you can search for them by name. Alternatively, this section allows you to quickly create a new account.
- Click + Add Customer
- Click + Create New
- Either follow the creation wizard
- Or skip the wizard and add details on edit page
- Click Save to finalise
Once the customer is created it will be added to your sale.
Create Customer Sales Key
Alternatively, you can create a new account via the sales key labelled Create Customer. This is one of our default sales keys located under More Functions.
- Click More Functions
- Click Create Customer
- Either follow the creation wizard
- Or skip the wizard and add details on edit page
- Click Save to finalise
Once the customer is created it will be added to your sale.
Note; Please see our article on Sales Keys for further details.
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