Add a new customer during a sale

Search in the sale screen's customer card. If nobody is found, add a new customer, enter a name, tick consent and save; they're put on the bill at once.

Who can do this:

Owner, Store Admin, Manager, Cashier, Appraiser (role defaults; the owner can change them)

If a customer isn't in the system yet, add them from the Customer card on the sale screen without leaving the bill. The new customer is chosen on the bill straight away. A customer is optional on a normal sale, but a trade-in always needs one.

Search for an existing customer first

Type at least two characters in the search box of the Customer card:

• National ID or phone number: type the full number, because these are encrypted.

• Name or customer code: part of it is enough.

Tap a name to choose it. The card shows the customer code, the phone and ID partly hidden, and the identity check status. If you picked the wrong person, tap Change.

Add a new customer

1. In Customer, type a national ID, phone number or name.

2. If nobody is found, tap No customer found — add a new customer. What you typed is moved into the matching field.

3. Enter the Name. The Last name, Phone and National ID number are optional, except that a trade-in needs the ID number.

4. Tell the customer how their data is kept, then tick the required consent box.

5. Tap Save customer.

You need Add customers. Without it, the add-customer button doesn't appear.

Good to know

• Always search before adding, so customers aren't duplicated.

• A customer your shop has set to "do not transact" can still be sold to, but you can't buy or take a trade-in from them.

• Other details, such as the address, can be added later on the customer page. See Customers: add, find and view them.