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.

Screenshot of Customer Field with List of Customers

Screenshot of Customer Field with Customer Selected

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.

Screenshot of Customer Field with Add New Customer

Screenshot of Quick Add Customer Screen

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.