You have several options for creating a new customer in the POS:
From the Receipts section, hold down on the receipt for which you want to issue the invoice, then click the Receipt actions button in the top-right corner and choose Send invoice by e-mail or Print invoice.
A window will open where you can select the customer by entering at least 3 characters from the name or VAT number or add a new one:
2. After you’ve added the products to the table, go to the three dots in the bottom-right corner and click Add client:
Here you will have to add the new customer’s details if they are an individual, or you can search by tax ID (CUI) if it is a company:
After you select the customer or add a new one, click Save in order to complete.
New Customer Address
When adding a new customer, the modal also asks for an address. The address field label depends on where you opened the modal from:
From a delivery order (the Deliveries menu): the field is called Delivery address, and the entered address is saved as the customer’s delivery address and appears on the order so it is available to the courier.
From a regular receipt (table) or from Receipts → Receipt actions → Send invoice by email / Print invoice: the field is called Billing address, and the address is saved as the customer’s billing address and used on the invoice.
In both cases, start typing the address and select one of the suggestions displayed, then click Save.
[tags: clients, how to add a new customer in the POS, customer database, business, individual person, tax ID, company ID, search by CUI, how to find a customer in the POS, loyalty, promotions, loyalty program, loyal customers, discounts, CUI on receipt]