Utilizing the customer feature in register by ability business is simple and easy.
Use the Manage Data drop down and select “Customers” to view your customer list. You can search for a specific customer using the search bar.
To add a new customer select “Add New Customer”. Enter the customer’s information. You can add their name, company information, bill and shipping addresses, select sales terms, and mark or unmark tax exemptions.
By selecting an existing customer you can edit their information. You are unable to delete customers in register.
Using the customer feature during checkout #
You can search for a customer during checkout using the customer search bar. You will also be able to add a new customer here instead of needing to go to the customer list.
By selecting the customer during checkout any transaction made will be in their transaction history. You will also be able to utilize their account balance during the transaction.