iConnect POS collects and manages customer information for you. It allows you to see, add, view, and edit contact information/view purchase history/customer notes.
In this training you will learn how to view customer information.
- After logging in to iConnect POS web site you will notice a button on the left hand side of your screen called ‘Customers.’
You may always update your customer’s contact info or notes through this screen (if you have permission in the system to do so).
Tap on customers. On your screen you will find a list of your customers. You may scroll down and find the person you want to view. You may also look for specific customers by using the search bar on top and search by name or phone number. Search a specific customer and click on his name.
Once you click on your customer’s name you’ll be able to see contact info, past receipts, and notes.
In this training you will learn how to add new customers into your database.
- There are 2 options to add customers, one through the Customers section and one through the Register. In this training you will learn how to add customers through the Customers section although both options are very similar.
- Log in to the system and click on ‘Customers’ button.
- Click on the ‘+’ button.
A ‘New Customer’ window will appear. Add a new customer to the system and click on ‘Save’.
First Name & Last Name are mandatory while the rest are optional.
Your new customer is now in the system. Find your new customer (as in previous training ‘View customer’).