Add A New Customer / Member

This outlines the How To Add A New Customer / Member using the New Customer (#68) POS Key. Refer HERE for more information.

 

---

How To?      ▲ ▼

• Add A New Customer / Member?
• GET STARTED?

 

How To Add A New Customer / Member?      ▲ ▼

In Touch, do as follows:

• Select the New Customer (#68) POS Key to open the New Customer screen.
• Enter the details obtained from the Customer/Member into the fields provided, as is appropriate.
• Configure any other remaining details that is appropriate for the Customer/Member. For example:
  • Account Limit
  • Allergens
  • Alternate ID
  • Classification
  • Contact Lists (Email, Mailing, SMS)
  • ID
  • Linked Classifications
  • Linked Interest Groups
  • Notes
  • Photo
  • PIN
• Select the Check Member ID option to validate that the Member ID displayed is available to be used.
• Confirm with the Customer/Member that the details entered are correct and accurate.
• Select the Done option to add the new Customer/Member to Swiftpos Back Office.
  • In Back Office, navigate to the Member Records screen and locate and select the new Customer/Member added above. Confirm the details are correct and accurate. Refer HERE for more information.
• To retrieve the new Customer/Member in Touch and add them to an Order/Sale refer HERE for more information.

 

End of article      ▲