Adding your first customer
This article helps you add a customer so you can take orders for them.
Steps
- Open Orders, Customers and click Add customer.
Enter their name and choose their default price list (for example Wholesale for a café). Add notes like delivery times if you like.
The Add customer dialog with Name, Default pricing tier and Notes - Add their email and phone number in the table if you have them.
- Got a list already? Use "Import a spreadsheet" to bring them in from a CSV file.
What to expect
You don't need a customer for every sale. Orders without one show as Walk-in. A customer's notes show on every order for them.