Set Up Customers

Add Customers From Dashboard

SalesPoint makes it easy to manage customer information. Adding customers is a simple process:

1. Access the customer section by navigating to the Dashboard and selecting the "Customers" tab.
2. Click the "Add" button to create a new customer profile.
3. Fill in the necessary information for the customer.

Information

First Name:
Enter the customer's first name.

Last Name:
Provide the customer's last name.

Card Number:
This is a unique identifier for the customer, similar to a barcode.

Email:
Enter the customer's email address for receipts and communication.

Phone:
Add the customer's primary phone number.

Phone (Mobile):
Include the customer's mobile phone number for SMS communication.

Address:
Provide the customer's address, useful for takeaways or online orders.

Category:
Select a category for the customer, which can determine discounts.

Store:
Choose the store where this customer is registered.

Revenue Excluded From Reports:
Enable this if you want to exclude this customer's transactions from reports.

Charge Account:
Set a balance limit for customer charge accounts. Leave it blank to use the global limit (if defined).

Loyalty:
Track the customer's loyalty balance.

Add Customers From Sale Screen

You can also add new customers directly from the Sale Screen. Follow these steps:

1. While on the sale screen, click "Customers" and select "New Customer."
2. Ensure you are in a new sale, and wait a few moments for the customer to appear in the customer list.