How do I create a new customer?
We offer three ways to create new customers from within Vend.
- Via the Customer Page.
- Via the Sell Screen.
- Via a CSV Import.
Add a customer via the Customer Page:
The customer screen is a great way to collect extra information about your customers. To add a customer, follow the steps below:
1. From the left-hand side menu, select Customers.
2. Click Add Customer
3. Enter in the Customer Details
Customer information you can add includes:
- First and last name
- Phone number
- Customer group, if your store admin has set one up
- Turn loyalty on or off
- Contact Information
- Additional information about the customer.
4. Once you have added the customer’s details, click Save Customer. The customer will now be added to your database for future reference.
Note: If you integrate with Xero these customers will be sent over when you make your first on account sale linked to the customer.