Answer
Open Customers, create the profile with clean contact details, save it, then use the new customer in POS, returns or ledger workflows.
Before you start
- Check whether the customer already exists to avoid duplicates.
- Collect the customer name, phone number and any required identification detail first.
- Know whether the customer will need loyalty, credit or warranty-linked transactions.
Step-by-step guide
- Open Customers and search once for the person before creating a new profile.
- Enter the customer details clearly, especially the phone number and display name.
- Save the profile and re-open it if you need to confirm the information is complete.
- Use the new customer in POS, returns or ledger pages once the master record is ready.
How to confirm it worked
- The customer can be searched and selected from other workflows.
- Contact details are complete enough for follow-up later.
- There is no duplicate profile with the same phone number or name.
Common mistakes
- Creating duplicate customer profiles.
- Saving a customer with incomplete contact details.
- Skipping the customer profile when points, warranty or credit depends on it.
Do this in Cellivo
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More answers
How do I create a supplier before recording purchases?
Open Suppliers, create the supplier master with clear contact and finance details, save it, then use that supplier in purchase and ledger workflows.
How do I change staff access or details for an existing user?
Open Users, find the staff account, update the access or profile details carefully, then verify the branch or role context the user should work under.
How do I move my work context to another branch?
Use Branch Select to change the active branch before you start sales, receiving or reporting. Always confirm the branch change worked before entering transactions.