coreSTORE - Customer: How to add a New Customer
This will show you how to manually add a customer and also where to go to scan the customers drivers license to pull their information into coreSTORE.
First, go to Sales > Customers.
Next, click on the "+New Customer" button at the top-right.
Next, fill out the required fields such as "First Name" and all other information you want. (Required fields are bolded in red)
Next, fill out the "Address 1, City, State/Province & Zip" fields.
You can then fill out any other remaining fields that you want filled in. You can also attached up to 5 files to the customers account.
You can also pull in the customers information off of their drivers license instead of manually filling out all the fields using a 2D Barcode Scanner by going to the "Id" tab.
Next, click on the "Scan License" button at the top-right.
In here, flip over the drivers license to the back and scan the darker QR looking barcode to pull over the code off of the drivers license to convert it to text and populate the fields.
Finally, click the "Save" button to finalize the customer.
First, go to Sales > Customers.
Next, click on the "+New Customer" button at the top-right.
Next, fill out the required fields such as "First Name" and all other information you want. (Required fields are bolded in red)
Next, fill out the "Address 1, City, State/Province & Zip" fields.
You can then fill out any other remaining fields that you want filled in. You can also attached up to 5 files to the customers account.
You can also pull in the customers information off of their drivers license instead of manually filling out all the fields using a 2D Barcode Scanner by going to the "Id" tab.
Next, click on the "Scan License" button at the top-right.
In here, flip over the drivers license to the back and scan the darker QR looking barcode to pull over the code off of the drivers license to convert it to text and populate the fields.
Finally, click the "Save" button to finalize the customer.
Updated on: 09/17/2024
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