How to Add a New Customer

Article author
Learning Center Mekari
  • Updated

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

  1. Go to the Customers menu and select the Customer list submenu. 

  2. Click the “Add customer” button

  3. Enter the required customer data. 
    Description:

    No.

    Field

    Description

    1Name* (required)Enter the customer's name
    2Phone number* (required)Enter the customer's phone number. The same phone number cannot be registered for different customers.
    3EmailCustomer's email address
    4Card numberCustomer's membership card number 
    5Date of birthCustomer's date of birth
    6AddressCustomer's address
    7Created at* (required)Name of the outlet where the customer registered
    8NotesNotes related to the customer
    9SaveTo 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:

  1. Go to the Checkout menu.

  2. Click the “Add customer” button.

  3. The following pop-up will appear. Click “Create new customer”

  4. Enter the customer's name and phone number. Then click “Save & attach”

This concludes the explanation of how to add customers in Mekari POS.