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

Tip You can also tap Customers on the Home screen, tap Add, and then tap From Contacts.

  • On the Select Customer screen, tap the appropriate contact, and then on the New Customer screen, if needed, enter additional details, and tap Save.

When you create a new customer from contacts in the Retail mode, the Wholesale option on the New Customer screen is turned off by default. When you create a new customer from contacts 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 from contacts, 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 from contacts, it is shown in the list of wholesale customers with the company name in the title.

Did this answer your question?