Creating Customer Accounts
This page contains information on how to create customer accounts in Sail.
1. Navigate to Customers
2. Creating a Customer Account in Backoffice
If creating a new account, click +Add New Record.
Customer Account:
- The
nameName isrequired.required. This can be the name of the group, event, or the customers name. - The
numberAcct Number is optional. This could be another way to look up the customer on theterminal, this is recommended to fill out.terminal - Fist and Last Name is the name of the customer contact, this is a required field.
- Select the Customer Type. This is used for filtering.
- Check Active.
CompanyContact Information:
- The main Phone Number is required. This can be used to search for the customer on the terminal
- Additional information in this section is optional.
Credit Information:
- The Starting Balance is ONLY used if there is an existing balance in your previous system.
- 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.
- 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.
- Note: It is usually set higher than what you expect the customer to spend.