How to create a customer record

How to create a customer record in Jewely Retail

Customer records centralize all information about your customers for better tracking.

Steps

1. Access CUSTOMERS → New customer or click on NEW CUSTOMER from the dashboard.
2. Enter the customer information:
   • Title, Last Name, First Name
   • Date of birth (useful for birthdays)
   • Full address
   • Phone
   • E-mail
3. Add some notes personalized (preferences, ring size…).
4. Save the customer record.

View a customer's history

1. Access CUSTOMERS → Customer records.
2. Search for the customer by name or number.
3. In his profile, you will see the complete history of his purchases, after-sales service, and deposit balances.