How to add new customers?

To add new customers:

Method 1

1. Go to Customer menu and click on Customer Segmentation.

2. Click on New Customer button. 

Method 2

1. Click on the + icon in the top-right corner and click Customer

Method 3

1. Enter the new customer mobile number, name or customer ID on the Search Bar located at the top right corner.

2. Click on Add Customer

Method 4

1. Go to Quick Sale in the main menu.

2. Enter the new customer mobile number, name or customer ID in the Search Bar.

Common Steps in the Add Pop-up screen

In Add Customer pop-up will display In the pop-up, enter the following information:

1. Mobile number - Enter customer's mobile number.

2. First name - Enter the customer’s first name.

3. Last name -  Enter the customer’s last name.

4. Customer ID - Enter a unique customer ID.

5. Email ID -  Enter the customer’s email address.

6. Gender - Choose the customer's gender, male or female.

7. DOB - Get the customer's date of birth to send personalized wishes.

8. Anniversary - Get the customer's anniversary to send personalized wishes.

9. Location - Mention the customer’s location based on the customer form settings.

   1. Enter location manually if its custom location.

   2. If it’s fixed location, choose from pre-defined locations. 

10. Source - Choose the source from pre-defined list.

11. GST number - Enter the customer’s GST number, if any.

12. Address - Enter the detailed address of the customer.

13. Customer note - Mention the specific notes given by the customer, if any.

14. Custom fields- If you need to collect any additional information, get it from custom fields.

15. Send SMS Type - Choose the message type to send automated messages.

    1. Transactional Messages - Messages that are related to appointments, reminders, invoices and OTP’s

    2. Promotional Messages - Messages that are related to marketing campaigns, such as discount coupons, gift vouchers and greetings.