• On the Home screen, tap Add, and then tap New Customer.

Tip You can also tap Customers on the Home screen, tap Add, and then tap New Customer.

  • On the New Customer screen, type customer details, and then tap Save.

When you create a new customer in the Retail mode, the Wholesale option on the New Customer screen is turned off by default. When you create a new customer in the Wholesale mode, the Wholesale option on the New Customer screen is turned on by default. You can turn on or turn off the Wholesale option, depending on the type of the customer that you want to add.

Note If you add a retail customer, it is shown in the list of retail customers with the first name and the last name in the title. If you add a wholesale customer, it is shown in the list of wholesale customers with the company name in the title.

You can also tap Contacts and then tap the appropriate device contact on the Select Contact screen to add a new customer based on your existing contact details. 

Tip Learn how to add new customers from contacts.

Did this answer your question?