The Manage Customer feature keeps all customer details organized in one place. Admin oversees data, staff update and manage interactions, and clients receive better service. It works in real time, storing history and contacts. This helps build strong relationships, improve communication, and deliver faster, more personalized customer support.

 

 

How to Add a Customer

 

• Log in to the Admin panel and open the Dashboard.

• Navigate to POS from the left menu.

• Finally, click Customer from the left menu, and a new window will appear.

• Click the Add Now button, and an entry form will appear to add a customer.

• Fill in the following details:

• Name: Enter the customer name in the relevant field.

• Email: Provide a relevant email in the email address field.

• Address: Type the full address of the customer in the address field.

• Phone Number: Provide phone number in the phone number field.

• Once all the fields are completed, click the Add Customer button to save the information.

 

Note: Admin, Client, and Staff features are the same in the Pos Addon. Therefore, the Same procedure will be applicable for Client and Staff in every step.

 

 

 

 

How to Edit a Customer

• Log in to the Admin panel and open the Dashboard.

• Navigate to POS from the left menu.

• Finally, click Customer from the left menu, and a new window will appear.

• When you click the three dots in the Options button, a new window will pop up with Edit and Delete.

• Click the Edit button, and a new entry form will appear.

• Fill in the following details:

• Name: Enter the customer name in the relevant field.

• Email: Provide a relevant email in the email address field.

• Address: Type the full address of the customer in the address field.

• Phone Number: Provide phone number in the phone number field.

• Once all the fields are completed, click the Update button to save the information.

• If you click the Delete button, the selected customer will be deleted; otherwise, click Cancel.

• If you click the Check button, the customer will be selected for export. A pop-up will then appear below with options for PDF, CSV, and Print.

• If you click the PDF button, the selected document will be automatically downloaded.

• If you click the CSV button, the selected document will be automatically downloaded.

• If you click the Print button, it automatically prints the selected document.

 

Note: Admin, Client, and Staff features are the same in the Pos Addon. Therefore, the Same procedure will be applicable for Client and Staff in every step.