Creating a New Customer

To add a new customer through the Customer Ovweview Screen, please follow the steps outlined below:

1. Navigate to Sales/Hire > Customer Overview.

2. Perform a search to confirm that the customer you intend to create does not already exist in the system.

3. Click on New Customer, either in the dropdown menu or on the sales page.

4. Enter at least the company name or the name of the person.

5. Add an email address for the customer if desired. This email will serve as the primary contact for sending communications.

6. Include a phone number for the customer.

7. Provide a mobile number for SMS messages. All contact numbers are cross-checked for duplicates in the system.

8. If needed, capture the customer's driver's license details using the designated button for security purposes.

9. Click Save to store the customer information.

Tip: You can set certain fields as mandatory on this screen to ensure essential information is always captured.

If you wish to add more detailed information about the customer, such as default discounts or payment terms, you can select Save and Edit from the dropdown menu on the save button. This will redirect you to the Setup > Customers screen for further customization.

By following these steps, you can efficiently add new customers to HirePOS and maintain accurate customer records for your business.