How to Add a Customer in GPOS

This tutorial will guide you through the step-by-step process of adding a new customer to your GPOS system.

🛠️ Why You Need to Add a Customer

• To keep a record of customer purchase history

• To offer loyalty programs and personalized discounts

• To send invoices, receipts, and promotional offers

• To maintain accurate customer contact information

📋 Steps to Add a Customer in GPOS

✅ Step 1: Go to the Contacts Module

1. Log in to your GPOS dashboard.

2. From the side menu, navigate to the “Contacts” module.

3. From the side menu, navigate to the “Customers” module.

4. Click on “Add Customer”.

✅ Step 2: Enter Basic Customer Details

1. Type the customer’s Full Name.

2. Enter Mobile Number and Email Address (optional but recommended).

3. Add Address and City if needed for delivery or records.

✅ Step 3: Add Additional Information (Optional)

• Assign a Customer Code for easy search.

• Add GST/VAT Number if applicable.

• Include Notes for special preferences or remarks.

✅ Step 4: Set Loyalty or Discount Preferences

• If your store offers loyalty points, enable them for this customer.

• Assign any special discount percentage for regular customers.

✅ Step 5: Save the Customer

1. Review all entered details for accuracy.

2. Click the “Save” button.

3. The customer is now added to your GPOS database and will be available during billing.

🔐 Important Notes

• Only authorized users can add or modify customer records.

• Keep customer contact details updated for better service and marketing.

🎯 Tips

• Always collect at least a mobile number for quick search during billing.

• For corporate customers, store their tax details for invoice compliance.

• Use the “Notes” section to remember special requests.

By following these steps, you can easily add customers in GPOS, ensuring better relationship management, targeted promotions, and faster billing.