Add a New Customer

From your POS home page, click the + icon on the right side of the customer search fields:

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• Related Articles

• Add a Customer to an Existing Travel Reservation

  To add another travel to an open trip reservation: Related: See Book a Customer on a Trip for steps on starting a new reservation. 1. Bring up the customer in Point of Sale. 2. Unless you have All in One Popups turned off, you will see the open ...

• Customer Master Data

  This transaction should be used by an FFL to create “Master Data” files for Customers. By creating these Master Data files, Users can be sure that the same Customer information will be recorded in the eBound Book every single time.  **NOTE: Customer ...

• Create a New Trip

  Go to Trips > Travel > Manage Travel. Click “Create New.” Fill in Part Number, Barcode, and Description fields. Both Part Number and Barcode are up to you! They just need to be unique from all other trips, products, etc. in your system. Description ...

• Beta Release: New Calendar Booking

  Courses have a new, updated calendar view and booking process. Booking from Quick Keys in Point of Sale has not changed. View Available Courses You will continue to select the Calendar option from within the Quick Keys area: Click any course on any ...

• Quick Add New Inventory from Point of Sale

  Quick Add is available only to certain users, determined by permission level settings. It allows you to add a new product to your inventory if you are certain of an exact part number but it is not found in your system as you are trying to sell it. ...