How can I add or update customer information from POS?
Steps:
A. Update an existing customer:
1. On the POS screen, in the customer section, click on the drop down menu where by default walk-in customer is showing. As you start to enter customer's name, it shall appear. Click on it.
![Image: https://repairdesk.uservoice.com/assets/241948073/Screenshot%202023-12-11%20at%2010.12.02.png](https://repairdesk.uservoice.com/assets/241948073/Screenshot%202023-12-11%20at%2010.12.02.png)
2. Once customer is selected it shall appear on the POS. Click on Edit to update customer information.
![Image: https://repairdesk.uservoice.com/assets/241948097/Screenshot%202023-12-11%20at%2010.12.58.png](https://repairdesk.uservoice.com/assets/241948097/Screenshot%202023-12-11%20at%2010.12.58.png)
3. A pop up screen will open where customer information will be displayed. Update customer information and click on Save button to save any changes.
![Image: https://repairdesk.uservoice.com/assets/241948103/Screenshot%202023-12-11%20at%2010.13.38.png](https://repairdesk.uservoice.com/assets/241948103/Screenshot%202023-12-11%20at%2010.13.38.png)
4. You can also enter more customer information such as address by clicking on Additional Details
![Image: https://repairdesk.uservoice.com/assets/241948118/Screenshot%202023-12-11%20at%2010.14.38.png](https://repairdesk.uservoice.com/assets/241948118/Screenshot%202023-12-11%20at%2010.14.38.png)
B. Add a Walk-In Customer
1. If you don’t want to record customer information in your database, you can quickly book a repair job as walk in customer and update customer information at a later stage (if required).
![Image: https://repairdesk.uservoice.com/assets/241948124/Screenshot%202023-12-11%20at%2010.16.17.png](https://repairdesk.uservoice.com/assets/241948124/Screenshot%202023-12-11%20at%2010.16.17.png)
C. New Customer:
1. In case you would like to enter details for a new customer, simply hit "plus sign" as shown in below screenshot where first or last name is a required field .
![Image: https://repairdesk.uservoice.com/assets/241948142/Screenshot%202023-12-11%20at%2010.18.05.png](https://repairdesk.uservoice.com/assets/241948142/Screenshot%202023-12-11%20at%2010.18.05.png)
2. Enter Customer Information in the relevant fields and click on Save to store them.
![](https://repairdesk.uservoice.com/assets/241948154/Screenshot%202023-12-11%20at%2010.18.53.png)
Note: If you would like to enter customer landline or mobile number please start it without "0"
Example: 2 9191 2644
1. If you don’t want to record customer information in your database, you can quickly book a repair job as walk in customer and update customer information at a later stage (if required).
![Image: https://repairdesk.uservoice.com/assets/241948124/Screenshot%202023-12-11%20at%2010.16.17.png](https://repairdesk.uservoice.com/assets/241948124/Screenshot%202023-12-11%20at%2010.16.17.png)
C. New Customer:
1. In case you would like to enter details for a new customer, simply hit "plus sign" as shown in below screenshot where first or last name is a required field .
![Image: https://repairdesk.uservoice.com/assets/241948142/Screenshot%202023-12-11%20at%2010.18.05.png](https://repairdesk.uservoice.com/assets/241948142/Screenshot%202023-12-11%20at%2010.18.05.png)
2. Enter Customer Information in the relevant fields and click on Save to store them.
![](https://repairdesk.uservoice.com/assets/241948154/Screenshot%202023-12-11%20at%2010.18.53.png)
Note: If you would like to enter customer landline or mobile number please start it without "0"
Example: 2 9191 2644