How to Create a New Customer During a Sale
- Teresa Ledee (Deactivated)
- Jason Reel (Deactivated)
Sometimes, when making a purchase, users may need to create a new customer. When the customer is not already an existing customer, “New Customer” can be clicked in the customer search dialog. This can be done at any point during a sale where a customer can be searched, including membership sales, day pass sales, activity sales, concessions that require a recipient, or when adding a purchaser.
A search needs to be performed before the “New Customer” button is enabled. This is to ensure that users are searching for an existing customer record before accidentally creating a duplicate customer.
After searching for a customer and clicking the “New Customer” button in the customer search dialog, users will see a blank customer information page, where they can enter all of the customer’s details.
The following information is required before users can save the new customer’s information: First Name, Last Name, Birthday, and Barcode
The barcode can be manually entered, or the generate button can be clicked for a barcode to be automatically generated for the user.
Once all required information is entered and the user is ready to save the new customer information, “Save & Continue” can be clicked at the bottom of the dialog to save the new customer record and finish adding the customer to the sale in progress.