QuasarReach Create Customers

Documentation Table of Contents

The create customers function is designed to allow creation of customers while away from your business. The function utilizes the default data defined in the 'QuasarReach Customer Setup' screen so you do not have to enter it for each customer.

Main

As displayed above, this section is to set the general information to create customers and to save the customers or cancel the creation list.

Date

The current date.

Store

The current store.

Save Customers

Click on the 'Save Customers' button to save your new customers to the server.

Cancel

Click on the "Cancel" button to cancel your customer list and delete all customers defined.

Add Customers

This section is where you add customers to the new customer list.

Is company?

Toggle on or off. Toggle on if the customer is a company.

Company

Will only be visible if the customer is a company. Enter the company name.

Contact

Will only be visible if the customer is a company. Enter the contact's name.

First Name

Will only be visible if the customer is not a company. Enter the customer's first name.

Last Name

Will only be visible if the customer is not a company. Enter the customer's last name.

Address1

Enter the street address of the customer.

Address2

If required, enter the second portion of the street address of the customer.

City

Enter the customer's city.

Postal Code

Enter the customer's postal code.

Phone

Enter the customers primary phone number.

Email

Enter the customer's email address.

Add Button

Click on the 'Add' button to add the customer to the new customer list.

Cancel Button

Click on the "Cancel" button cancel the current entry.

View/Edit

This section is where you view and edit your new customer list. You can view or edit the details by double clicking on the customer line.

Customers Saved

After the customers are saved to the server you can view them in your Quasar Client. For more information on customers click here