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Adding a New Customer

If a customer is not on file in your Counterpoint database, you can create a new customer record while you are entering a ticket.

You can create a new customer record only If your store is configured to allow customers to be added "on the fly."

Tap the link for the CPMobile device you are using:

ClosediPhone/iPod Touch

Follow these steps to create a new customer record in CPMobile Point of Sale:

  1. Tap on the Ticket screen.

  2. On the ClosedCustomer screen, tap Search or Add Customer.

  3. Tap New customer to display the ClosedNew customerscreen.

  4. Enter the customer's Name and Phone number.

  5. Tap Cust no and enter a customer number.

Leave the Cust no field blank to auto-assign the next available customer number to the customer.

  1. Tap Enter e-mail and enter the customer's e-mail address.

  2. If you are using CustomerConnect and the customer wants to receive CustomerConnect messages, tap the Opt-out of marketing on/off switch to turn the setting OFF.

  3. Tap Category to display the Categories screen, and then tap the category to assign to the customer.

  4. Tap the Save button to save the new customer record and assign the customer to the ticket.

ClosediPad

Follow these steps to create a new customer record in CPMobile Point of Sale:

  1. In the Customer panel of the ClosedMobile Point of Sale screen, tap Search or Add Customer.

If you are using your iPad in portrait orientation, tap the Lock button to display the Customer panel.

  1. Tap New customer to display the New customer panel.

  2. Enter the customer's Name and Phone number.

  3. Tap Cust no and enter a customer number.

Leave the Cust no field blank to auto-assign the next available customer number to the customer.

  1. Tap Enter e-mail and enter the customer's e-mail address.

  2. If you are using CustomerConnect and the customer wants to receive CustomerConnect messages, tap the Opt-out of marketing on/off switch to turn the setting OFF.

  3. Tap Category to display the Categories panel, and then tap the category to assign to the customer.

  4. Tap the Save button to save the new customer record and assign the customer to the ticket.