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Create a customer in POS365

This guide explains how to create a new customer using the POS365 app.

This guide explains how to create a new customer using the POS365 app. The customer created through the POS365 app will also be created in Business Central and synchronized to the Admin Center.

Step 1:

create a customer in pos365

Click on the create a customer in pos365 - button

Step 2:

create a customer in pos365

Click on the 'New Customer' button located at the top, right corner

Step 3:

create a customer in pos365

1) Fill in the necessary information (scroll down for more fields)

2) Click 'Save'

Step 4:

create a customer in pos365Information regarding the newly created customer is shown.

To exit this window, click on arrow pointing left