Sometimes HO may need to add some customer for business purpose. This article describes how to add customer for POS site at HO.

Pre-requisites

1. The users' role must have access to the Allow to Add Customer app operation in Admin - Security - Role - Security Role - <User's role (Cashier etc)> - Access Rights - HO.
   
   
2. The First name, Last name and the Mobile number of the customer must be known.

Step-by-step guide

The process is divided in the following steps:

1. Go to Web > Retail Management > Setup > POS Customer.
   
   
2. A list of customers of all POS site will open.
   
   
3. Click on Add button.
   
   
4. A window will open to Add Customer.
   
   
5. Fill in the details of the customer present in Identify, Contact Information, Loyalty Information, Remarks tab
   
   
6. Click on Save & Close button to save the customer's details.
   
   

7. After the customer is created, it must be tagged to a site.

Related articles

• Page:
  Managing POS Customer at Ginesys ERP