Table of Content:
To add a customer:
Go to CUSTOMER MANAGEMENT
Tap on Add New Customer on the top left-hand corner of the page
Key in the customer's mobile number and name (required). The rest of the fields are optional
Check the box under PDPA declaration
Scroll down to the bottom of the page and tap confirm
A confirm registration pop-up will appear, tap OK to add the customer
A 'Registration Successful' message will appear at the bottom of the page
A list of customers who have registered will appear on the left-hand side of the Customer Management page. You can view a customer's contacts, sales information, and purchase history.
Here's a step-by-step video guide:
To delete a customer:
Go to CUSTOMER MANAGEMENT
Enter the name, number or email of the customer you want to delete into the search bar
Tap on the search icon at the right-hand side of the search bar
The customer's name will appear on the left-hand side of the page, tap on it to show the customer details
Tap on the grey bin icon beside the customer name
Select confirm and key in terminal PIN to delete customer
A 'Delete Successful' pop-up will appear, tap OK
Here's a step-by-step video guide:
How to edit customer details:
Go to CUSTOMER MANAGEMENT
Enter the name, number or email of the customer you want to edit into the search bar
Tap on the search icon at the right-hand side of the search bar
The customer's name will appear on the left-hand side of the page, tap on it to show the customer details
Tap on the pencil icon (third icon beside the customer name)
Edit the necessary details (e.g. change of mobile number, email, date of birth and etc)
Tap on CONFIRM once changes has been made
A 'update successful' message will appear at the bottom of the page
Here's a step-by-step video guide:
Register your customers as members now!
Related Articles: