Guide on adding New Customer in POS

Adding a new customer in POS ensures personalized service and accurate transaction records for customer relationship management.

Adding New Customer in POS:

1. Open your Nexchar Desktop POS and navigate to "Customers" (Menu>Customers).
   
2. Click the Plus (+) button on the right bottom side of your screen.
   
   
   
   
3. Upon clicking, you will be redirected to the “New Customer” screen.
   
   
   
   • Customer Name: This field is required. Enter your customer name.
   • Customer Code : An identifier  of your customer.
   • Phone Number : Enter a valid phone number.
   • Email : Enter an email if your customer has one. This field is optional.
   • Address: Enter your customer address.
   • Country: By default, your country will be selected. You can change countries if you want.  
4. After filling out the required information, click on “Save” to finalize the addition process.

Following completion, you will observe the list updated with the newly added customer.

How Can I Update the Customer details after it has been created in POS?

Updating customer details in POS ensures accurate records and personalized service for improved customer relationships.

1. Open your Desktop POS and navigate to "Customers" (Menu>Customers).
2. Choose the desired customer for whom you wish to update the details.
3. A pop-up window appears on your screen
4. Once on the update screen, make the necessary changes to the customer details.
5. After making the required adjustments, click on “Update” to finalize the process