Click on the button CUSTOMER in tile menu. The customer accounts overview will then open. To create a new customer, click on + NEW CUSTOMER . If you want to adjust an existing customer, click at length on the customer in the overview. A short click will select the customer and any products subsequently charged will be assigned to the customer’s account. The existing customers also have in the overview the company, the assigned tags , points at their customer account , or the expiration of the customer account (if set up).

You can search for a customer in the field , even if you have just the phone number. If you need to delete a customer account, click at length on the selected account and in the account information dialog select DELETE CUSTOMER. Customers are sorted by last name, then company and first name.

When creating a new customer or adjusting an existing one you can enter this data. At least one of the following items is required: Customer’s first name, Customer’s surname or Company name. After entering the registration number, click on the button to get the company information from ARES.

Before opening the order, click on the button CUSTOMER and then in the overview select the customer. The button will show the name of the selected customer. Now select the products and charge them as usual. You will see the customer data under charged products. If you need to change an already assigned customer, click on his / her name under the charged products and choose a new customer. Use the button to edit selected customer data.

Another option to assign/change a customer is to click on the screen with the active order on the button other operations and select Assign customer. This either assigns the customer to the actual account or adjusts the already assigned customer. You can also assign the customer to the order later in the history of receipts.