Quid POSHelp

Add a customer

Save a customer's name and contact details so you can invoice them, sell on credit and see what they buy.

Where to find it CustomersCreate Open this screen in Quid POS

Add one customer

  1. Go to CustomersCreate.
  2. Type the Full Name. For a business, type the business name.
  3. Fill in what you know: Contact No (phone), Email Address, Address. Only the name is required, but a phone number or email lets you send documents.
  4. Use Notes for anything useful: "always wants delivery", "ask for PO number".
  5. Leave Account (sell on credit) off unless you will let this customer pay later. See Sell on credit (customer accounts).
  6. Click the button at the bottom to save.
The Add Customer form
Only the name is required.
Tip

Type phone numbers with the country code (for example +52 or +63). WhatsApp links then open the right chat.

Add many customers at once

If you have your customers in a spreadsheet, load them all in one go. See Load items, customers or stock from a spreadsheet.

Find a customer

  • CustomersView lists everyone, in name order.
  • CustomersSearch finds a customer by part of their name, phone or email.
The customer list with names, contact details and the balance each one owes
The customer list. The "Owes" button shows only customers with money outstanding.

Change or remove a customer

Open the customer and click Edit Customer. To remove them, use Delete Customer. Their past sales stay in your records.

Other things on the customer form

  • Gender: optional.
  • Referrer and Add Referrer Till Date: only if you pay commission to someone who introduced this customer. See Referrers: pay commission to people who send you customers.
  • Group Members (on the customer's page): other people who buy under the same customer, such as staff of a company.
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Related help

Sell on credit (customer accounts)Let a trusted customer take goods now and pay later. Quid keeps a running total of what each one owes.Put a customer's name on a saleAttach a customer to a ticket so the sale shows in their history and on their invoice.Load items, customers or stock from a spreadsheetBring in a whole list at once from Excel instead of typing each line. You see a preview first, and you can undo.See what a customer has boughtOpen a customer to see all their past sales in one place.