In addition to registering customers directly at the checkout, customers can also be registered in Portal.
Do the following:
1. Navigate to Customers under the Customers menu .
2. Select New customer.
3. You will then get a new pop-up where you can enter customer information, such as first name, last name, address, e-mail, telephone number, etc. 4. Customer settings tab:
Here you can set a standard discount for a customer and manage customer consent for email and text messages for campaigns, newsletters, etc.
If some of the customers are your employees, then you might want to set a standard discount for them when purchasing products from your company. To do so, toggle ON the setting Is employee and choose a value for the standard discount.
5. Note tab:
You can add additional information on the customer as notes.
See the table below for more information on the different fields:
Enable this if the customer is a company and not a private person.
If the customer has given consent to receive SMS with offers, then a telephone number must be registered.
If the customer has given consent to receive to receive emails with offers or invoices, then an e-mail address must be registered.
Register this to be able to later use it as a filter for target group when sending offers by SMS/email.
This field is filled in automatically if your company has a Loyalty program integration.
This is the ID from the external loyalty program that your company has an integration with.
|Allow invoice payment||
Makes it possible to choose an invoice as the form of payment at checkout for the selected customer.
Customer can receive promotions by SMS.
Customer can receive promotions by email.
Marks the customer as an employee of the company.