ShopManager User Guide - v3.1.5

Adding Customers

Before you can add a service job, on-site job, computer or invoice, you'll first need to have a customer for it!

  1. Go to the 'Customers -> Add New' menu item.
  2. Enter all relevant details for your customer. Only the name is required, however we suggest you fill in as much information as possible.
  3. If you would like your customers to login to your CustomerCentral install, check the 'PW' box for Email, SMS or both, and a password will be generated and sent via that medium.
  4. The 'Found Us By' dropdown can be modified in the shop_manager.php config file.
  5. Click one of the buttons at the bottom of the page:

    » 'Add Customer' - This will add the customer and take you to the Customer Details page.
    » 'Add & New Job' - This will add the customer and take you to the 'Add Job' page for this new customer.
    » 'Add & New On-Site' - This will add the customer and take you to the 'Add Ob-Site' page for this new customer.