New Customer
This section explains how to create a new customer record from within the Customers module. For information about creating a customer at POS, see Customers on Transactions.
- Click the Customers button on the Prism POS home screen.
- Click Customer Lookup. From the lookup screen, you can search for an existing customer or create a new customer.
- Click the New button.
- Enter customer information in the displayed fields. Refer to the Customer Fields table for information about the fields.
- Touch or click the Save button.
Sample new customer dialog
Customer Fields
Refer to the following table for a description of the fields available for new customer records:
| Field | Description |
|---|---|
| Add image | You can click "Choose file to upload" and browse to an image on the computer, or use the Take Picture button take a photo using a web camera attached to the computer. After uploading or taking the picture, click the Upload button to bring the image to the customer record. |
| Title | Select a title: Dr., Mr., Mrs., or Ms. The customer titles available for selection on customer records are defined in RP9 Local Preferences > System > Titles. |
| First Name | Enter the customer's first name (e.g. "Mary"). |
| Last Name | Enter the customer's family name (e.g. "Smith") |
| Address Type | Select the type of address: Home, None, Office, Other, Vacation |
| Address1-Address3 | Address 1: Enter house number and street name. (e.g. 123 Main St.) |
| Postal Cost | The postal or ZIP Code assigned for the entered address. |
| Phone Type | Select the type of phone number: Home, Mobile, Office, None, Other |
| Primary Phone | Enter the customer's primary phone number. |
| Email Type | Select the type of email address: Home, None, Office, Other |
| Enter the customer's email address. |
New Customer Required Fields
A preference allows retailers to pick the specific customer fields that require an entry when a user adds a new customer. The New Customer Required Fields preference is in Admin Console > Preferences & Settings > Customers > General. Select the check box for each field that will require an entry when creating a new customer record. If any of the selected fields are left blank when creating a new customer, Prism will display an alert explaining which fields must be completed to save the record. By default, First Name and Last Name are selected as required fields for new customers. The following fields are available for selection as required fields for new customer records: Address 1 - Address 6, Address Location Type, Postal Code, Customer ID, Customer Image, Email, First Name, (default), Last Name (default), Info 1-2, Mark 1-2, Notes, Phone
Copy Customer
You can create a new customer record by copying an existing customer. This can speed up the customer creation process. Simply copy an existing customer and make any needed changes for the new customer. This can often be faster than adding a new customer from scratch. This is especially useful if customers have similar properties as an existing customer. For example, when creating records for employees of the same company or members of the same family. To copy a customer, use Customer Lookup to find the customer and then click the Copy button. Edit the customer's name, address, Cust ID, etc., as needed and then save the changed.
- SIDs (new SID is created)
- Customer ID (new customer id is created)
- Store Credit
- Charge Balance
- AR Flag
- Loyalty Balances
- System Based Dates
- Customer Statistics
- Active Status (default to active)
- Customer image