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New Customer Signup, Paper Method. Assigning A Sale To A New Customer Record
New Customer Signup, Paper Method. Assigning A Sale To A New Customer Record
Introduction
If you are not signing up customers in real time at the register, odds are you are using a paper signup form: you enter the sale attaching it to a "generic" customer in the TR, then someone in the back office creates the new customer record from the paper signup and needs to associate the sale from the TR to the new customer account.
In the video below we will show you how to associate that generic sale to the new customer.
If you are interested in adding customers in real time see our Quick Add feature for more info.
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