How to Work with Customer Base in the Back office

Topics

Enter the Back Office and open your 'Customer base'.

Customer base


To create a new customer, click on the ‘+ Add customer’ button.

Add customer to the customer base


The form ‘Create customer’ will open for editing.

‘Create customer’ form


You cannot create a client without filling in one of the fields: Name, Number, or Email. You can also make some notes about the customer. After clicking on the ‘Save’ button, the  Customer profile will be created.

Name, Number, Email, Note fields

By clicking on ‘Edit profile’, you can change the Name, Number, and Note.

There is ‘Edit points balance’ and ‘Delete customer’ buttons in the ‘More’ menu.

more menu


You can enter new points balance in the pop-up ‘Edit points balance’ form and click ‘Adjust’.

‘Adjust points’ form
 

You can also open the existing Customer profile by clicking on the needed customer from the customer base.

customer base

 

 

See also:

How to Delete Customers from the Base

Importing and Exporting Customers

How to Sign Up a Customer in Loyverse POS