How to Add Customer to a Cart?

To add customers to a cart using the Customer icon from the cart, you'll need to follow these steps:

• Select Customer: Begin by selecting the customer you want to add to the cart. 
  • View: This option allows you to simply view the details of the selected customer without making any changes to the cart.
  • Search Customer: If you need to find a specific customer, you can use this option to search for them by name, ID, or any other relevant criteria.

• • Add New Customer: If the customer you want to add isn't already in your system, you can use this option to create a new customer profile. You'll likely be prompted to enter the necessary details such as name, address, contact information, etc.
  • Remove Customer: This option would be used if you've already added a customer to the cart but now want to remove them.
• Choosing "Add New Customer":
  • If you select "Add New Customer," you'll typically be directed to a form where you can input the new customer's information.
  • Fill in the required fields with the customer's details. This might include their name, email address, shipping address, billing information, etc.
  • Once you've entered all the necessary information, you'll usually have an option to save or confirm the new customer details.
• Adding Existing Customers:
  • If you select an existing customer from the dropdown, they'll typically be added to the cart automatically.
  • Depending on the system, you may be prompted to confirm the addition or proceed directly to the next step in the checkout process.
• Proceed with Checkout: Once the customer is added to the cart, you can proceed with the checkout process as usual. This may involve reviewing the items in the cart, entering payment and shipping information, and completing the purchase.

Articles in this section

• Getting Started
• Settings
• Transaction Tab
• Item
• Customer
• Reports
• QSR
• retailcloud chat
• Re-Registering ZeroPOS
• Common Issues

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