Sri Software

Creating a New Customer

On the menu select Sales and then Click on "Add Customer" sub menu. This will start the process of creating a new customer account.

Personal Details:

Complete all personal details and on this tab. The mobile number will become the account code of the customer. An email address is also preferred as it will allow us to send to the invoice to the customer.

Address details:

Enter the customer's resedential address. This is not mandatory however having these details will allow us to analyse customers sales and patterns.

Add Marketing Details:

The marketing details are important information data to be collected form the customer. Optin the customer into Marketing = IN.

Press on OK to complete the entry of the new customer.
After creating the new customer account, the new account is automatically selected in the pos and ready for a new transaction under this account. Please check the customer account before proceeding further.

Now enter the item code to start the pos:
Enter GALS516WHT for Samsung S5 16GB White handset. Enter GALS516BLK for Black Handset and click on Add Item Button to continue.

The serial number selection pops up.

Select the right imei and click on OK
Now you are presented with the type of sale being completed.

Click on Mobile Sale to continue. You are now presented with the Mobile Wizard Screen

Enter the mobile number of the customer and the Woolworths order number.
Then click on the Add button at the top of the screen to complete the wizard.
The data is now transferred to the POS screen for you to complete

Add any additional items that the customer may need and then press on the pay button.

Quickly select Cash as your tender type.

Then click on complete payment to complete the order.
The payment is now completed and you will receive a message confirming the completion.

Press OK to continue on to the receipt printing stage.
Once the payment has been completed the receipt printing process starts.

Select Email to email the receipt to the customer.
Select Print to Print the receipt on your printer.
Or Click on Cancel if a receipt is not requested by the customer.

Print out of invoice for the above sale.

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