Add customer records

This topic describes how cashiers and salespeople can add customer records. It provides detailed explanations of fields and options on the Billing, Options, Additional, and Alias tabs.

The Allow new customers as POS store rule must be enabled to allow cashiers, salespeople, or managers to add customer records in POS.

1. Tap Customers | New Customer.

1. On the Customer tab, enter the customer's contact information, such as:

• Title

• First Name

• Last Name

• Company (if applicable)

• Email Address

• Phone

If the field label is bold, it means the store has defined a customer policy requiring you to enter information into those fields. You cannot save the customer record if those fields are empty.

1. (Optional) On the Billing tab, enter the customer's billing address. This is only necessary if they will be billed for purchases.

1. (Optional) On the Shipping tab, enter the customer's shipping address (or addresses). Refer to Add a shipping address for more information.

2. On the Options tab, select any of the following options that apply to the customer:

• Exempt from taxes: Select if the customer is exempt from paying taxes on purchases.

• Employee: Select if the customer is an employee.

• Enforce purchase limits: This is a legacy field from the Microsoft Dynamics Retail Management System apps. It is not used.

• Price Level: Select Price A, Price B, or Price C if the customer is approved for a price level discount. Select Standard if the customer is not approved for a price level discount.

• Discount (%): Enter a percentage if the customer is approved for a percent discount.

The Discount (%) is applied to all items the customer purchases.

• Tax ID Number: The customer's tax identification number for taxation purposes, if applicable.

1. (Optional) On the Additional tab:

   1. Enter any notes about the customer in the Notes field.

   2. Enter any additional information that your store collects about customers in the fields on this tab.

These are custom fields. Refer to Configure custom fields for customer records for more information.

1. (Optional) On the Alias tab, enter any aliases that may be used to look up the customer in POS:

   1. Tap New.

   2. Enter the alias.

   3. Tap Save.