Create a Customer in the POS
A new customer record can be added on-the-fly in the POS, with minimal fields required. This is the fastest and most effective way to grow your database. This customer Quick Add form is available in the ACP and the POS.
Permission Required: To access the POS tools, your user account must be enabled with two permissions:
1.) Primary access to the Admin Control Panel menu, and
2.) The permission to access the main menu for POS
Contact your eCellar User Manager for assistance.
In the ACP (Admin Control Panel) go to Customers > Add New (quick)
In the POS click New Customer and begin to enter information into the Add a Customer form.
- 1
- Required fields are in green. Fill in First name, Last name, (and email address to grow your database!) and the username field will auto-populate. The customer type and source will default automatically, based on company settings.
- 2
- Move through the form from left to right. Use the lightening-bolts to zap and quickly copy information from one column to the next.
- 3
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For address validation, enter the zip code first to trigger the city/state lookup.
- 4
- When finished, click Save. The new customer will automatically be loaded into the POS for a new sale.
Note: A new customer account can be created at any time during the sale in progress. Add the products, then offer an email receipt just before collecting payment. Click New Customer, and quickly create the customer account with only first name, last name and email address.