Video Tutorial :
Follow the steps below on how to create new customer on frontend POS
1. To add a new customer, click on located at the top right of the Sales Screen.
2. Users will be shown the Search Customer window. Click on Add New Customer.
💡The “Reload” button is for the following usage:
- When create a new customer at backend and want to search for the newly created customer at the Frontend
- Synchronize the update of customer details for existing customer (Prefix, name, phone no., membership tier) at the Backend
- Would display “Reload Fail” error message when unable to sync
3. At the Create New Customer window, fill in the fields accordingly. Mandatory fields are marked with *
💡Lookup ID will be auto-filled if left blank.
💡Name, Phone number and Lookup ID can be used to search for the customer.
💡PDPA consent is set to TRUE by default.
💡For marketing materials consent, set the field to TRUE to allow receiving marketing materials, or FALSE to not receive them.
4. Click on Confirm to finalise creating a new customer. A completion notice will be shown, users can click on ⨯ to close the window.