In the Customers (Membership) menu, you can register and manage customer data to make it easier to provide promotions and use points in transactions. Registered customer data will be stored centrally, making customer management and service easier. Customers can be registered through the Back Office or the Mekari POS application during a transaction. Here are the steps.
A. Adding Customers in the Mekari POS Back Office
Go to the Customers menu and select the Customer list submenu.
Click the “Add customer” button
Enter the required customer data.
Description:
No.
Field
Description
1 Name* (required) Enter the customer's name 2 Phone number* (required) Enter the customer's phone number. The same phone number cannot be registered for different customers. 3 Email Customer's email address 4 Card number Customer's membership card number 5 Date of birth Customer's date of birth 6 Address Customer's address 7 Created at* (required) Name of the outlet where the customer registered 8 Notes Notes related to the customer 9 Save To save changes
B. Adding Customers in the Mekari POS Application
In the Mekari POS application, you can add a new customer directly during the transaction process. Registered customer data will be saved and can be used again in subsequent transactions. Here are the steps to add a customer through the Mekari POS application:
Go to the Checkout menu.
Click the “Add customer” button.
The following pop-up will appear. Click “Create new customer”
Enter the customer's name and phone number. Then click “Save & attach”
This concludes the explanation of how to add customers in Mekari POS.