Overview
This article will give step-by-step instructions on how to add and attach a customer to a sale in the Sales module.
Steps
Follow the below steps to add a customer to a sale after the items have been added to the shopping cart:
- Click on the customer search field found just under the shopping cart
- Type in the name of the desired customer and select it from the dropdown
- If the customer has yet to be entered into the database, click the "+" button, fill out the required information, and click "Save Changes" in the bottom right
- Once the customer has been attached, tender out the transaction by clicking on one of the green payment buttons
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