Customers

This software allows you to maintain a database of customer records, making it easy to store, manage, and retrieve customer information. New customers are typically added during the order creation process. However, if you are migrating from another software application that already contains customer records, you can manually transfer those records into this system through the Customers setup screen.

To access customer management, navigate to the Settings screen and click the Customers button.

Adding a New Customer

To create a new customer record, click the New Customer button and enter the customer's information.

After entering the information, you have two options:

• Save: Saves the current customer record and allows you to continue entering information for additional customers.
• Save and Close: Saves the customer record and closes the Customers setup screen.

Finding and Updating an Existing Customer

To update an existing customer record, click the Find Customer button. In the Search Text field, enter the customer's first name, last name, telephone number, or address to locate the desired record.

Matching customer records will appear in the table below the search field. Once you find the customer you want to update, select the record and click Select. The customer's existing information will then be displayed on the screen.

Make the necessary changes and click Save to update the customer record.

Customer Information and Special Settings

The following fields and settings have specific purposes within the application:

• Mobile Phone and SMS Carrier: The customer's mobile phone number is used to send SMS messages. You must also select the SMS carrier associated with that phone number. If the correct SMS carrier is not selected, the software will not be able to send SMS messages to that customer.
• Charge Customer Wholesale Prices: If you want the customer to be charged wholesale prices instead of retail prices for purchased items, make sure the Charge Customer Wholesale Prices checkbox is selected.
• Include in Marketing Campaigns: If the customer has agreed to receive promotional messages and other notifications through SMS or email, select the Include in Marketing Campaigns checkbox and specify the preferred notification method.

Adding a Customer Photo

The application also allows you to attach a photo to a customer record. You can either select an existing image file from your computer or capture a new photo using your computer's camera.

Before adding a photo, you must first save the customer record. Once the record has been saved, you can use either of the following options:

• Select Photo: Click the Select Photo button to browse your computer and choose an existing image file.
• Camera: Click the Camera button to capture a new photo directly using your computer's camera.

This allows you to associate a photo with each customer record for easier identification and reference.