How to select/add customers from the Sales Bill screen in GoBill Windows?

How to select/add customers from the Sales Bill screen in GoBill Windows?

We can create bills in GoBill windows with or without customers. However, adding customers is required for specific functionalities such as delivery bills, due bills, RRN, and so on. In GoBill windows, you can either select customers who were added in the POS server (RPOS/RetailEasy) or create new customers directly from the GoBill windows' Sales Bill screen.

 

We can select the customer to whom we are making sale for each bill; this allows us to keep track of total sales made against the customer, and the shop owner can offer personalized discounts or gifts based on it.

 

Steps to select/add customers to GoBill Windows:

 

Step 1: To select a customer, click Select Customer Info or press F11

 

 

Step 2: To select/add the customer, enter the customer's name or mobile number into the search bar

 

 

Step 3: If the customer's name already exists, it will be listed, and we can choose the customer


 

Step 4: If we need to add a new customer name or mobile number, we can do so by selecting the New Customer option


 

Step 5: Customer Name and Mobile Number are required, and all other details are optional; enter the information and click OK


 

Step 6: Now the Customer is added to the cart


 

Note: Only if the sales transaction is completed the added customer's database will be created in the base product's(RPOS/RetailEasy) customer master and can be recalled for future transactions.


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