Enter customer information (optional)

Gathering customer information can be helpful for financial and business record. You can select an already existed customer from the database to assign them to this order or you can creat a new one to assign at this step

Select existing customer to assign to order

Step 1: Click the customer button

You can click the customer button at the bottom right corner of the screen to bring up the customer information tab

Step 2: Search for an existing customer

Enter the name of the existing customer and select her for to assign the customer to the sale order. Only customer that has been added to the system prior to this process will be shown. More on how to add a customer in Customer management:

Add customer

Create a new customer and assign to order

For first time customer that is making a purchase, you can simply add them from the order processing screen

Step 1: Click the customer button

You can click the customer button at the bottom right corner of the screen to bring up the customer information tab

Step 2: Click the add customer button

You can click the add customer button to initiate the adding process

Step 3: Fill in required information and create a new customer

You need to fill the required information related to a customer name and phone number and click save to create and assign the new customer to this order.