Add Representatives to a Corporate Customer

  • Updated

Have you recently created a corporate customer, and now you would like to add a representative to this customer? With enforePOS, this is possible. In this How-To, we will show you how to do it.

Requirements

  1. In the POS menu, open Sales > Register.
  2. Tap on [+ Customer].Capture d’écran 2024-03-05 à 09.18.28.png
  3. Select the corporate customer.Capture d’écran 2024-03-05 à 09.19.37.png
  4. Tap on [+ Add Representative].Capture d’écran 2024-03-05 à 09.20.22.png⮕ The Create Corporate Customer window opens.
  5. Enter the following information in the Representative section:
    • Name: enter a name for the representative.
    • Mobile Phone : enter a mobile number for the representative.
    • Home Phone: enter a landline number for the representative.
    • Email: enter the email address of the representative.
  6. Tap on [Create Customer].Capture d’écran 2024-03-05 à 09.21.23.png⮕ You have successfully added a representative to the corporate customer.

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