Welcome to the WinSale onboarding series. This guide covers how to add a customer to the WinSale database. You can create a customer in several places in WinSale, but this article focuses on the two most common: adding a customer from the Point of Sale screen while they’re at the register, and adding one through the Customer Profile screen.
Method 1: Add a customer from the Point of Sale screen
This is the fastest way to create a customer on the fly, right as they walk up to the register.
- Click into the Customer Number field.
- Start typing the customer’s name.
If the customer doesn’t exist yet (for example, the last name is in the system but the first name is different), click the New button. WinSale takes what you’ve already typed and assigns the next available account number in sequential order.
From here you can prefill as much or as little information as you like.
If you have supporting hardware, you can scan the barcode on the back of a customer’s driver’s license to prefill their name, address, and birthday automatically. Not every customer will be comfortable handing over their license, but the functionality is there if they are.
- When you’ve entered what you need, click Save.
- Select how the customer heard about you. These options are placeholders, so you can replace them or add more of your own. (If you don’t want to be asked this, you can turn the reason prompt off in Configuration.)
- Choose a reason and click OK.
The customer is now created and you can sell to them immediately. The whole process takes just a few seconds.
Method 2: Add a customer from the Customer Profile screen
Use this when you want to create a customer record outside of a sale.
- Go to Profiles → Customer Profile.
- Click New. The next available account number is already filled in for you.
- Start typing the customer’s name.
The only required field is the name. Everything else is optional and can be filled in now or later, depending on your preference.
- With the name entered, click Save.
The account is now created and saved in WinSale.
To confirm, double-click into the Account Number field and start typing the name. The new customer record will appear.
That’s it
Both methods are quick and flexible. Whether you’re adding a customer mid-sale or setting up a profile in advance, the only thing you truly need is the customer’s name. You can always fill in as little or as much additional information as you prefer.
If you have any questions about adding customers or anything else in WinSale feel free to reach out to our support team.
- Support email: support@winsale.net
- Phone: 843-476-4767
