How to create and add a customer?

You can do this in two ways - in the AgentCASH application or by logging into your account via the AgentCASH web.

1. Creating a customer in the AgentCASH application

1.1. Creating and adding a customer from a cart in the cash register:

  1. Tap on the cart menu.
  2. Tap ‘Select customer’.
  3. Choose a customer from the list, or tap ‘+ NEW CUSTOMER’ to create a new one.
  4. Enter the customer information and then tap ‘SAVE’.
  5. Once you have selected a customer, add products to the cart. If products are already added, pull down the product list in the cart to select a customer/create new one.
  6. Tap the total amount and make a payment or send an offer to the customer.

1.2. Creating a customer in the customers list:

  1. Open the application menu by tapping the icon (≡) in the upper left corner of the screen.
  2. Tap ‘Customers”.
  3. Tap the '+' icon to create a new customer.
  4. Enter the customer information
  5. To save changes, click ‘SAVE’. 

2. Creating a customer from the AgentCASH web:

  1. Log in to your AgentCASH web account administration settings.
  2. In the main menu, click on the ‘Customers’ label.
  3. Click ‘+ ADD’.
  4. Enter the customer information.
  5. To save changes, click ‘SAVE’.
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