Add a Customer

Keeping track of your customer is a great way of increasing customer loyalty. You can have special sales aimed at specific customer, create customer cards, write emails and mailings, and much more. Adding a customer to Cash Register Express is simple and takes hardly any time. If you have any questions give us a call (866) 468-5767.

1. To add a customer, click on the Customer button on the bottom of the screen or press F4.

2. Click on Add.

3. Assign a Customer Number. The best way to do this is to use a customer's phone number.

4. Move to the First Name field. Type Willie.

5. Move to the Last Name field. Type Nelson.

6. Move to the Company Name field. Type International Point of Sale.

7. Move the cursor to the Primary Phone Number field. Type 251-612-9492

8. Move the cursor to the Street Address field. Type 123 Main St Apt. 2

9. Move to the Alternate Phone Number field. Type 201-967-7687.

10. Move to the City field. Type Paramus.

11. Move to the State field. Type NJ.

12. Move to the Zip Code field. Type 37652.

13. Click on the arrow next to the Discount Level field and Choose B.

14. Move to the Discount Percentage field. Type 0.

15. Move to the Country field. Type USA.

16. Click on Save. You have just entered the basic customer information other information can be added later. Note: You do not have to enter customers information, the default will always be a cash customer.

Now that you've added a customer into your database go to the final step of the tutorial: Process a Cash Transaction

Step 4: Add a Department
Step 5: Add a Vendor
Step 6: Add an Inventory Item
Step 7: Add a Customer
Step 8: Process a Cash Transaction
Return to main tutorial screen