In this article, we will go over how to add customers, edit customers, and additional features.
TABLE OF CONTENTS
Customers are automatically added to your customer list when taking an order in your Floranext Point of Sale
To manually add customers, go to Orders ➜ All Customers.
Click on the blue button - Add Customer.
Fill out the required fields and hit Save Customer!
Editing Customer Profile
Customers' phone numbers and other information may change over time and need to be updated in your system.
This can be done while entering an order, but it may be more convenient to do so on the Customers screen.
Navigate to Orders ➜ Customers, search for the customer you wish to update, and click the Edit button on their customer profile.
Once in their profile, find the section you'd like to update. Make updates as necessary and don't forget to click Save Customer.
Editing Recipient Information for a Customer
Go to Orders ➜ Customers
Search and select the customer you wish to edit.
Click on the Address you want to edit and Save Customer.
Adding a Discount for Specific Customer
First, go to Orders ➜ Customers and select the customer you'd like to add a discount to.
Now click Account Info on the left side, go to the POS Discount field, and enter in your desired discount amount. For example, 10% would be entered as 10.
Be sure to click Save Customer!
The discount works when you enter in a product on the Take Order screen, you will see that the discount amount is automatically applied.
Now you can process the payment as usual.
Exporting Customer List
To export your customers, go to Orders ➜ Customers. Click on the arrow on the button Add Customer and click on Export.
A CSV file should pop up after a few seconds. This is your customer list. It contains names, addresses, phone numbers, average purchase amount, and total purchase amount.
This file can now be imported to Excel or Google Sheets.