Adding a Customer to a Transaction

Adding an Existing Customer

If you'd like to associate a customer to a transaction, start typing their name into the Customer field and select their name from the dropdown you'll see as you start typing. Once you have a customer selected, their name will turn blue and will be underlined.

Adding New Customers

You can quick add a new customer to SimpleConsign from the Checkout tab by selecting the "+ New Customer" option from the customer list.

Not all customer fields will be displayed via the customer quick add. For a full customer add screen visit the Customer Tab to add the customer there.

Last updated