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Customers

Overview

The Customers module of SalesPad POS makes managing your customers simple.

To begin, select Customers from the Options screen.

Navigation Menu
Create a New Customer

To add a new customer, select the + button in the upper right-hand corner of the Customers screen.

Fill in the information fields in the New Customer screen.

For more information on Payment Terms and Price Level, please review the linked documentation.

Select Save when you're finished. Your new customer will now appear on the master customer list. Select Customers in the upper left-hand corner to return to the Order Entry screen.

Back to Navigation Menu

Edit an Existing Customer

To make changes to an existing customer, select that customer from the master customer list on the Customers screen.

Select Edit Customer in the pop-up that appears.

Make your changes in the Edit Customer screen and click Save when you are finished.

Back to Navigation Menu

Assign a Customer to a Document

To assign a customer to a document, select that customer from the master customer list, then tap Assign to Document.

The customer you selected is now assigned to the open document.

Tap Customers in the upper left-hand corner to return to the Order Entry screen.

Back to Navigation Menu

View Customer Balances

To view credit balances for customers, select View Customer Balances in the upper right-hand corner.

The Customer Credit screen will load, displaying a list of current customers and the amount of credit currently on file for each customer.

Tap Customer Credit in the upper left-hand corner to return to the Customers screen. 

Back to Navigation Menu

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