Create Customer

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In this How-To, you will learn how to create your customers in enfore POS in just a few steps. Created customers can benefit from marketing campaigns, take advantage of delayed payment or charge their customer accounts and pay for orders with them.

Follow these steps to create a customer in enforePOS :

  1. In the POS menu, open Customers > All Customers
    ⮕ All previously created customers are displayed.
  2. Tap on [+] in the top right corner to create a new customer.
    Bildschirmfoto_2022-08-16_um_10.04.53.png ⮕ The Create Customer window opens.
  3. Choose what kind of customer you want to create. Bildschirmfoto_2022-08-16_um_10.06.16.png

In enforePOS, you can create three types of customers:

  • Private Customer: This option is suitable if you want to create individuals as customers. 
  • Corporate Customer: This option is suitable if you want to create a company as a customer.
  • Placeholder customer: This option is suitable if you do not want to create specific customers for the time being, but placeholder customers as representatives. This way, you first avoid spending time with the data maintenance of the respective customers and you can, for example, book large orders to these placeholder customers or apply a corporate discount. 

Private Customer

  1. If you want to create a private customer, select the option private customer. Bildschirmfoto_2022-08-16_um_10.06.46.png ⮕ The Create private customer window opens.
  2. In the first field, enter the customer's name.
  3. In the Mobile Phone field, add the customer's mobile phone number.
  4. In the Home Phone field, add the customer's landline number.
  5. In the Email field, add the customer's email address.
  6. In the Home address field, add the customer's home address.
  7. Tap on [Create Customer]. Bildschirmfoto_2022-08-16_um_10.12.12.png You have successfully created the private customer.

    ⮕ The window Customer Profile: Contact details will open. Bildschirmfoto_2022-08-16_um_10.13.53.png

Corporate Customer

  1. If you want to create a corporate customer, select the option corporate customer.Bildschirmfoto_2022-08-16_um_10.14.39.png ⮕ The Create Corporate Customer window opens.
  2. In the first field, enter the business/company name.
  3. In the Phone field, add the customer's phone number.
  4. In the Business Address field, add the customer's business address.
  5. If you want to optionally add a representative of the company, tap on [+ Add representative]. Bildschirmfoto_2022-08-16_um_10.15.17.png ⮕ The window expands with additional fields.
  6. In the Name field, add the name of the representative.
  7. In the Mobile phone field, add the representative's mobile phone number.
  8. In the Home phone field, add the customer's landline number.
  9. In the Email field, add the representative's email address.
  10. Tap on [Create Customer]. Bildschirmfoto_2022-08-16_um_10.17.23.png You have successfully created the business customer.

    ⮕ The window Customer Profile: Contact details will open. Bildschirmfoto_2022-08-16_um_10.31.05.png ⮕ In addition, the representative was created as a customer in enforePOS and linked to the created business customer (in our example Mug Shop). Bildschirmfoto_2022-08-16_um_10.32.24.png

Placeholder customer

  1. If you want to create a placeholder customer, select the option Placeholder customer. Bildschirmfoto_2022-08-16_um_10.33.01.png ⮕ The Create Placeholder Customer window opens.
  2. In the first field, enter the placeholder customer's name.
  3. In the Number field, add the customer number.
  4. Choose whether you want to track placeholder customer's sales.
  5. Choose whether you always want to issue a formal invoice to the placeholder customer.
  6. Tap on [Create Customer]. Bildschirmfoto_2022-08-16_um_10.33.49.png ⮕ You have successfully created the placeholder customer.

    The window Placeholder Customer: Notes opens. Bildschirmfoto_2022-08-16_um_10.34.59.png

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