Adding customers, routes and categories

Customer records let you sell on credit, send e-bills and see purchase history.

Add a customer

1. Go to Sales / POS > Customers > Add Customer (or CRM > People > Add Customer).
2. Enter their name, mobile number, email and address.
3. Choose a Customer Category and a Customer Route if you use them.
4. Save.

Routes and categories

• Customer Routes group customers by delivery or collection area, which is useful for sales reps.
• Customer Categories group customers by type, such as Retail or Wholesale.

Tips

• A mobile number lets you send e-bills and payment reminders by SMS.
• You can also add a customer on the fly from the POS terminal.

Still stuck? Open Help & Support (the ? button at the top of any page) and send us a request. We can see which page you were on, so a short description is enough.