Customers: Create

This article covers the process of adding an individual customer account. If you require a large number of customer accounts adding, Contact Centegra to discuss further. 

To create a new customer: 

• Head to Customers & Loyalty > Customers. 
• Select [NEW CUSTOMER].

In the New Customer page, as a minimum enter the following: 

• First Name: Enter the customers first name. 
• Second Name: Enter the customers surname. 
• Customer Type: Select the Customer Type that the customer is assigned to.

The following can also be entered, if required: 

• Title: Enter the customers title. 
• Company Name: Enter the company name that the customer belongs to. 
• Date Of Birth: Enter the customers date of birth. 
• Joining Date: Enter the date that the customer joined. 
• Mobile No., Home No., Work No.: Enter the customers contact number(s). 
• Email: Enter the customers email address.
• Customer Code: Enter a unique code for the customer. This is the code that identifies the customer via any integration between the POS and Centegra Plus customers. 
• Notes: Enter any notes specific to the customer. 

Select [SAVE CUSTOMER]. 

You'll then be taken into the customers account page, where additional details can be added if required as covered in This Article.