Summary
Customers are the contacts who purchase items sold by your business, and are an integral part of running your business successfully. Every time a customer purchases an item, the information can be recorded in Zoho POS POS.
Adding Customers
There are three ways to add customers in Zoho POS POS:
Adding manually in the web application
Adding from the Windows, or Mobile application
Importing customers
Adding customers manually in the web application
The following information can be specified in the Customers module of Zoho POS.
Customer Type: Customers can be classified into two types: Individual and Business. Individuals purchase products for their personal use (B2C). When customers representing different companies purchase products from your business, they can be classified as Business (B2B). For example, John purchases t-shirts and a pair of pants from Zylker fashions. Here, John can be classified as an individual customer. On the other hand, Mike represents another company and purchases items from Zylker Fashions. In this case, Mike will be classified as a business customer.
Primary Contact: The contact with whom all the transactions and communications are made.
Company Name: Specify the name of the company that the customer represents.
Customer Display Name: The name that will appear on all sales and purchase orders.
Email: The email address of the customer can be specified here.
Phone: Specify the Work and Mobile phone numbers.
Tax Rule: If the customer is taxable, you need to choose the tax rule applicable to the customer or select exempt if the customer is exempt from taxes.
Credit Limit: The maximum amount that a customer can owe your business for a purchase.
Payment Terms: Defines when the customer should complete the payment process for the purchased goods. For example, if the payment term is chosen as Due on Receipt, the customer should complete the payment as soon as the bill is issued. If the payment term is NET 45, the customer should complete the payment within 45 days from when the bill was issued.
Address Information: Specify the billing and the shipping address of the customer.
Contact Persons: An alternate point of contact for a customer in case the primary contact is unavailable.
To add customers
Go to the Customers module and click + New.
Enter the basic information such as Customer Type, Primary Contact, Company Name, Company Display Name, Email, Phone and Tax Rule.You can click Add more details to add more information about the customer such as Skype ID and Designation.
In the Other Details section, specify currency, credit limit, and other information.
Click the Address tab to add the Billing and Shipping addresses. If the Shipping address is the same as that of the Billing address, then you can click the Copy billing addressbutton.
Click the Contact Persons tab and add the Contacts of the customer.
Click + Add Contact Person to add more contacts.
Click the Custom Fields tab to add information to the custom fields that are added to the customers module.
Click the Remarks tab to add any comments.
Click Save.
Adding customers from Windows Application
At the point of sale, the cashier can add the customer information using the Zoho POS application for Windows operating system.
To add customers from the windows application
Click + Customer in the Zoho POS application.
In the Search Customer pop-up, select Add a new customer
In the Add Customer pop-up, enter the required details.
Under the tax details, choose your taxes for the customer in the .Tax Rule option.
Click Save.