Adding a New Customer

Adding a New Customer


Overview

Adding new customers to The Edge POS system is essential for tracking sales, managing customer relationships, and utilising promotional tools. The system includes a Duplicate Prevention feature that requires you to search for an existing customer before adding a new one, ensuring customer records remain accurate.

Steps to Add a New Customer

  1. From the POS screen, select the Salesperson.
  2. Click Find Cust to search the customer database. This is required before adding a new customer.

Find Customer search window

  1. Enter the customer’s known details (e.g. first name, last name, phone number) and click OK.
  2. If the customer is already in your database, their details will appear. Select and proceed with the transaction.
  3. If no matching customer is found, click the Fast Add button to add them to the system.

Customer search results — click Fast Add if the customer is not found

Note: The Add button can also be used, but requires additional information to save the record. It is typically used when adding a company as a customer.

  1. The Fast Add window will appear. Enter the minimum required information:
  • First and last name
  • Phone number
  • Email address

Fast Add window — enter minimum required customer details

  1. Click OK to add the customer. When asked about mailouts, click No unless you wish to add their physical address at this time.

Mailout prompt — click No unless adding a physical address

  1. The customer’s details will now appear in the top left of the POS screen, confirming they have been successfully added.

Customer details confirmed in the POS screen top-left

Note: The Fast Add screen will pre-populate with any available information based on the search criteria entered.

If you need to update customer information after adding them, refer to the Basic POS – Updating Customer Details guide.


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