How do I add and manage customers?

In this tutorial we are going to show you how to add and manage customers

Steps for managing a guest (customer)

In DISH POS you can work with customers/debtors. These can be created via the back office and become available in the app under General > customers and the payment method invoice.

Create customer

To create a new customer or debtor, click + add customer. If you have a long list of customers, there is the option to import a CSV document - please contact the DISH POS service desk for this.

  1. Name: fill in the name of the customer, this is mandatory
  2. Parent: If the customer is part of a debtor, select the relevant debtor
  3. Is person: when you activate this, you can enter additional fields with the personal data such as first name, last name, etc
  4. User ID: the unique ID for the customer
  5. Invoice currency: if the customer pays with a different currency
  6. Invoice credit limit: the limit that the customer may have in outstanding items
  7. Invoice credit allowed: this has to be ticked if payment on account is allowed. If it is not ticked, it can be looked up with the card and settled with regular payment methods with a different price level if necessary
  8. Payer: which customer pays for the invoice, by default equal to the customer
  9. Price level: the price level is active for the customer. 'None' means the regular price
  10. Search key: by what code can the customer be found
  11. Locale: language of the customer
  12. Card ID: card number for retrieving the customer data via an NFC tag or barcode
  13. Active: If checked the customer is active. If this is not checked you cannot book accounts as it cannot be found in the checkout app
  14. Description: the description field for the customer
  15. Email address: the email address of the customer
  16. Website: the customer's website
  17. Phone numbers: the customer's phone number

Once complete, click Save or save and add another (bottom right corner).

Changing a customer

To change a customer, click the pencil icon next to the customer. This will bring you to the screen to edit the customer.

Delete customer

To delete a customer, click on the trash can icon next to the customer in question. Confirm the deletion by pressing ok.

Note: deleted customers can not be restored, but historical data remains available.
Keep in mind, since changes have been made, you must send them to your system by navigating to the general settings.
  1. Go to General
  2. Then navigate to the sub-category General
  3. From there, click on Send to transmit the changes to your system

For further details, please check out our article: How do I send changes from the Backoffice to my POS?

🕹️ Interactive tutorial

🎓 Downloadable PDF

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