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Lightspeed - How to add Client in Sell Tab

You may add a customer to a sale, without having to leave the Sell Screen.



Watch the tutorial below, or click the 3 dotted icon  (⁝) in IORAD to download the step-by-step instructions.




View tutorial for detailed step by step 


For the best viewing experience, we recommend clicking on the full-screen icon below

15 STEPS

1. Welcome to the tutorial on how to Add Client in Sell Tab

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2. To Add Client in Sell tab, type in the Customer Name in Add a Customer bar.

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3. Click Add as a new customer.

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4. Enter First Name, Last Name, Email and Contact Number.

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5. If you like to add this certain client to a group, select the correct group in Customer group selection field.

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6. Tick the switch icon if the Client Opt-in to marketing and promotional emails.

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7. Click Details

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8. Type in Mailing address information

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9. Scroll down and Type in Additional information if needed

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10. Under settings page, select in Allow an on account balance if you would like to make the client still able to purchase if he/she still has a balance.

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11. Tick the switch icon if you want to enable loyalty program for this client.

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12. Select Tax rate.

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13. Click Create new customer

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14. Green Banner will show upon clicking add client to confirm the Client record is saved.

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15. That's it. You're done.

Thank you for your time.

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