How to add / select a customer

How to add / select a customer

This article shows you how to add new customers and how to associate a sale with existing customers.

How to add a customer

1. Click the customer icon/customer name at the top of the shopping cart.
2. Click the + icon in the upper right corner, or search for the customer's phone number.
3. When searching directly by phone number, you can then choose to add the customer via number lookup. This costs 0.5 credits per hit.

How to select a customer

1. Before the order is completed: Click the customer icon/customer name at the top of the shopping cart.
2. Search for the customer via name, phone number, email, or customer number.
3. Click on the desired customer in the search results.
4. You will now see the customer's name at the top of the shopping cart. The order will now be placed on the customer's customer card/account.