Add A New Customer / Member

Touch - How To

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

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.

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