Business

HomeBusinessPoint of Sale (PoS)Manage Customers

Manage Customers

Twirll PoS is capable of maintaing and managing your customers. With Twirll PoS you can also place orders for a perticular customer. But first, Let us know how can we add a new customer in our system

Adding a new Customer

To register a new customer follow the below path asportal.twirll.com_v1.0.0_pos.html(iPad)

Click on “Add Customer”  card on the page and you will be redirected to “Manage Customer”  pageportal.twirll.com_v1.0.0_pos.html(iPad) (1)

Now, click on “Register Customer” to add a new customer into the list. This will take you to a new screen where you can enter customer detailsportal.twirll.com_v1.0.0_pos.html(iPad) (3)

  1. Input the customer details in relevent sections
  2. Once all details are filled, click on “Register” button

When registration process is completed, you will be redirected to customer detail screenportal.twirll.com_v1.0.0_pos.html(iPad) (4)

Select an Existing Customer

To select an existing customer for the order, Folow below stepsportal.twirll.com_v1.0.0_pos.html(iPad)

you will will be redirected to “Manage Customer” pageportal.twirll.com_v1.0.0_pos.html(iPad) (1)

Click on the customer to which you wish to place order.portal.twirll.com_v1.0.0_pos.html(iPad) (5)

You can now proceed with the order placing process

Changing Selected Customer

You can always change selected customer which is placed in an order. To change a selected customer follow the mentioned stepsportal.twirll.com_v1.0.0_pos.html(iPad) (5)

Clicking on customer name will open customer detail pageportal.twirll.com_v1.0.0_pos.html(iPad) (6)

On the customer detail page, click on “Change Customer” button on the top right of the page. This will take you back to “Manage Customer” page where all the customers are listed.portal.twirll.com_v1.0.0_pos.html(iPad) (1)

Select another customer which has requested to place order

Was this article helpful to you? Yes No