Customer Success Portal
            Knowledge Base Truvi Commerce POS Customers

            Creating a New Customer on POS

            To create a new customer in the POS, please follow the instructions below:

            • Log into the POS. Click here for instructions on logging in.
            • Click on the Add Customer link in the upper right corner

            • Click on the + Icon to Create a New Customer

            • Enter the customer's First Name, Last Name, Email Address and optionally select if this customer would liekto receive Marketing Notifications
            • Click the Create Customer button

            • You will see the new customer attached to the order. If you need to add additional information to the customer record (Address, Credit Card, Club membership, etc.) Click on the Additional Information Link at the top right of your screen.

            • Click on any of the available tabs to access and enter additional customer information

            Updated: 12 Aug 2019 02:35 AM
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