Creating Customer Accounts

This page contains information on how to create customer accounts in Sail.

1. Navigate to Customers

In Back Office, navigate to CRM -> Customers. This will display a list of all active customer accounts.

2. Creating a Customer Account

If creating a new account, click +Add New Record.

 

In the Customer Account section:

1. The name is required. This can be the name of the group, event, or the customers name.
2. The number is optional. This could be another way to look up the customer on the terminal, this is recommended to fill out.
3. Select the Customer Type. This is used for filtering. 
4. Check Active.

 

In the Main Contact section: 

1. The first and last name of the main contact is required.
2. Additional information in this section is optional.

 

In the Company Information section:

1. The main Phone Number is required.
2. Additional information in this section is optional.

 

In the Credit Information section: 

1. The Starting Balance is ONLY used if there is an existing balance in your previous system.
   1. Note: A positive balance means the customer owes you money and a negative balance means that they already have paid a deposit and now have a credit on their account.
2. The Credit Limit is ONLY used if you'd like to extend a credit to this customer so they can put orders on their account and pay for them at a later date.
   1. Note: It is usually set higher than what you expect the customer to spend.