Add or update a customer

A customer profile keeps a customer’s name, phone number, address, city, and internal note together. Available fields can differ by country; use the country-specific guidance when fiscal identification is required.

Add a customer in FreshlyCart POS

1. Open Customers.
2. Select Add Customer.
3. Enter the customer’s Name. The name is required.
4. Add the available contact or address details that are useful to your business.
5. Select Create customer.

Update a customer in FreshlyCart POS

1. Open Customers.
2. Select the customer.
3. Select the edit icon.
4. Update the details.
5. Select Save changes.

Add or update a customer in Back Office

1. In Back Office, open Customers.
2. To create a profile, select Add new customer. To update one, select the customer and then select Edit.
3. Enter or update the available customer details.
4. Select Save.

The customer list shows the saved profile after the change is complete. Do not put payment-card details or other sensitive data in the internal note.