Adding a customer to Vend

How do I create a new customer?

We offer three ways to create new customers from within Vend.

  1. Via the Customer Page.
  2. Via the Sell Screen.
  3. Via a CSV Import.

In this article, we will cover off creation via the Customer Page. For more information on creation via the Sell Screen or via a CSV Import, check out this article and this article, respectively.

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
  • Company
  • Phone number
  • Email
  • Customer group, if your store admin has set one up
  • Turn loyalty on or off
  • Contact Information
  • Address
  • 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.