Add customer

Method 1 - Adding a single customer

This consists of these main steps:

• Initiate the adding process

• Fill in the details required

• Confirm your decision

Step 1: Click the Add customer button

You can click the add customer button on the top left of the screen to start the adding process

Step 2: Fill in the details

You need to fill in the required information for the name of the customer and the phone number.

Other input for email, birthday, address and additional information is optional

Step 3: Confirm you decision

• You can click Save button to save the new data to the system and return to the customer screen OR

• You can click the the Save & Add new button to save the new data to the system and process with adding process for another c OR

• You can click the Close button to cancel the process and return to the screen.

Method 2 - Adding multiple customer

This consists of these main steps:

• Initiate the adding process

• upload the .xlsx file containing all the necessary information

• confirm you decision

Step 1: Click the import from excel button

You can click the import from excel button on the top left corner of the screen to initiate the adding process

Step 2: Download the sample file (optional)

You can download the sample .xlsx file provided from the system to your device so that you don't have to create a file from scratch. SImply click on the Download the sample file button from the instruction tab.

Step 3: Fill in the file with all the required information

You need to input the required information for the customer in the .xlsx file

Step 4: Upload .xlsx file onto the system

You can click the upload button and select the correct file from your device to upload it to the Centrallised POS system

Step 5: Confirm your decision

• You can click Save button to save the new customers data to the system and return to the product group screen OR

• You can click the Cancel button to cancel the process and return to the customers screen.