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Add customers

Open Sell → Customers, select Add Customer, enter the details and select Create Customer. You can also add a customer from inside the POS, or import a list.

Who can do this: Anyone allowed to add customers (Admin, Super Admin, Manager and Cashier by default).

Steps

  1. Open Sell in the left menu and select Customers.
  2. Select Add Customer.
  3. Under Customer Details, enter the Customer Name. Add Phone Number, Email Address and Street Address if you have them.
  4. Choose a Default Price Group if this customer should always get wholesale or another price list. Leave System Default otherwise.
  5. Under Credit Information, set the Credit Limit, Pay Term (days), Opening Balance and Advance Balance if they apply (see “Credit limits, pay terms and balances”).
  6. Select Create Customer.
ANOWEX ERP Add New Customer form with credit information
The Add Customer form.

What happens next

  • The customer can be chosen at the POS and on manual sales.
  • The list shows each customer’s Credit Balance, Advance Balance and Total Purchases.
  • Row actions are View Profile, Edit and Delete.

Last checked against ANOWEX ERP on . Screens and wording can change as the product is updated.