Add Customers ( POS )
Oolio gives you the option to register your Customer's Details to reward your regulars with our ' Loyalty Program ' & to help you keep track of their spendings on your reports
In this Article:
Adding Customers from your POS: 2 ways
1. Adding Customers From POS => SETTINGS:
In POS => top right : ' . . . ' => Customers :
2. On the next screen, click on the “Create” button.
On the “Create A New Customer” form, key in the following information:
First Name: Your customer’s first name (Required)
Last Name: Your customer’s surname (Optional)
Phone Number: Your customer’s phone number (Either this or “Email Address” is required)
Email Address: Your customer’s email address (Either this or “Phone Number” is required)
Address: Your customer’s place of living (Optional)
Suburb: Your customer’s suburb (Optional)
Post Code: Your customer’s post code (Optional)
After that, click on “Create” and the new customer will get generated into the app. Otherwise, click on “Dismiss” to discard all changes.
2. Adding Customers from POS:
Alternatively, you can add a new customer from the POS Cart directly:
in your POS => ADD CUSTOMER (above your Cart)
2. On the next modal, click on “Add New Customer”.
On the “Add New Customer” form, key in the following information:
First Name: Your customer’s first name (Required)
Last Name: Your customer’s surname (optional, but useful to differentiate customers with the same first name)
Phone Number: Your customer’s phone number (Either this or “Email Address” is required)
Email Address: Your customer’s email address (Either this or “Phone Number” is required)
Address: Your customer’s place of living (Optional)
Suburb: Your customer’s suburb (Optional)
Post Code: Your customer’s postcode (Optional)
The newly created customer is now added to your database.
ONLINE STORE:
Customers using your Online Store will have their details automatically saved so they can be reused next time their order & suggest ' Order Again ' for them to have a quick access to previously ordered Products.
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