Customers
Customers are people or businesses you may associate with sales records. The Module has a searchable list and a detail screen for creating or maintaining the reusable record.
When to create a Customer
Section titled “When to create a Customer”Create a Customer when retaining the relationship is useful for your business. A Customer is optional on a Quick Sale, so simple anonymous or in-person sales do not require one.
Enter only information needed for legitimate business use. Do not store payment-card numbers, bank credentials, government identification, health information, passwords, or other unnecessary sensitive information in customer fields or notes.
Use list search to find an existing Customer. When a Customer is attached to historical sales, preserve that relationship instead of making an old sale appear to belong to another person.