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’ button


The form ‘Create customer’ will open for editing.

form ‘Create customer’

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

Customer profile

By clicking on the ‘Edit profile’, you can change the name, phone number, address, customer code and note.

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

‘More’ menu options

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