Add Customer

Add Customer Group

To Add a new Customer Group expand Sale Menu click on Add Customer Group menu from the left sidebar.

Fill up the required field and hit the submit button.

Add Customer

To Add a new Customer expand Sale Menu click on Add Customer menu from the left sidebar.

Fill up the required field and hit the submit button.

Opening Balance

The opening balance for a customer typically refers to any outstanding amount that the customer owes before starting to use the POS system for transactions.

Enter the opening balance in the Opening Balance field. Select Debit if the customer has past dues.

Enter the opening balance in the Opening Balance field. Select Credit if the customer has received money in the past.

Credit Limit

A credit limit is an amount, It determines how much money due a customer can keep.

Suppose I give a credit limit of 100 for a customer. This means that the customer cannot owe more than 100 money while selling the product to that customer.

Credit limit example snapshot. In this snapshot you will be see a Notification “You cannot keep more than 100.0 dues for this customer, Because credit limit is 100.0”

Default Discount

While adding customer when you enter a discount in the “Default Discount” field, it means that customer will get that amount of discount on each product.

Here the below snapshot shows that 2% discount is being given to Mr.Alex

Here the below snapshot POS screen shows that he is getting 2% discount on each product.

Price Type

While adding customer you’ve see the “Customer Type” field two option one is Retail another is Wholesale, when you select “Retail” option, it means that customer will get “Retails” price while selling. When you select “Wholesale” option then customer will get “Wholesale” price while selling.

In the snapshot below you can see that I have set the “Retail” price for Mr.Alex.

In the snapshot below you can see that “Fogg Scent” product “Retail” price 900.

You can see in the below snapshot POS screen that the price of the “Fogg Scent” product is 900 if it is to be sold to Mr.Alex.

In the snapshot below you can see that I have set the “Wholesale” price for Mr.Alex.

In the snapshot below you can see that “Fogg Scent” product “Wholesale” price 890.

You can see in the below snapshot POS screen that the price of the “Fogg Scent” product is 890 if it is to be sold to Mr.Alex.

List Customer

To view List Customer Expand Sale Menu form the left sidebar, and click on List Customer menu.

Debit Customer

To view Debit Customer Expand Sale Menu form the left sidebar, After clicking on List Customer you will see a button on the right called Debit Customer, click on it.

After clicking on debit customer you will see a list of debit customers. example shown below snapshot.

Credit Customer

To view Credit Customer Expand Sale Menu form the left sidebar, After clicking on List Customer you will see a button on the right called Credit Customer, click on it.

After clicking on debit customer you will see a list of credit customers. example shown below snapshot.

Bulk Customer Upload

To Customer Bulk Upload Expand Sale Menu from the left sidebar, Click on the List Customer menu, and Click on “Upload Customer” button.

Download A Sample excel file by clicking “Download Sample” Button.

Check “Remove all previous data, before uploading new data” to delete all previous customers while uploading new customers.

Leave it unchecked if you don’t want to delete previous customers.

Read the excel file guidelines carefully.

After preparing excel file, upload the excell file.