Adding Customers
  1. Navigate to the “Admin” section and log in.
  2. Select the “Customers” menu in the top left, then navigate to the “Customers” tab at the top of the screen.
  3. Select the “ADD” button at the top of the screen to create a new customer account.
  4. Fill out the customer’s details as appropriate.
    1. For the ID we recommend starting at “001” and increasing it by 1 for each new category, so the first category will have the ID “001”, the second will have “002”, the third “003” and so on.
    2. In the bottom left of this window is the store credit. You can add a credit limit to the account, and give the customer an opening balance.
  5. After completing the customer details, select “SAVE” and the customer will be saved to the list.

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