Customer Addition Process in SwilPOS Mobile App
Add New Customers to Your SwilPOS Mobile Account with Ease
Seamlessly integrate SwilPOS mobile application with SwilERP software to improve your business operations. Adding a customer in SwilPOS Mobile is a simple process that can help you keep track of your customer base and improve your business operations. To add a customer, you first need to log in to your account on the SwilPOS Mobile app. Adding a customer in SwilPOS Mobile is a quick and easy process. Here are the general steps:
Open the SwilPOS Mobile app on your device to initiate the process:
- Click on the Login option to authenticate your account and access the app's features. Reference Image:
Once you have logged in, navigate to the Dashboard screen where you will see three rows.
Click on the three rows. Reference Image:
- Next, click on the "Customer" option to access the section where you can add a new customer. Reference Image:
- After clicking on the Customer option, you will see a list of all the customers created in your SwilERP system.
Customer Visits and Meetings Process
- Select a customer from the list.
- Click on the Meeting button.
- A popup message appears for Customer Visits and Meetings.
- Review the popup details.
- Proceed with scheduling or managing the meeting as needed. Reference Image:
- To add a new customer to your database, simply click on the plus (+) sign located on the screen. Reference Image:
- Fill in the customer's information such as Name, Contact details, and any other relevant information.
- You can add the customer's License Details also.
- Save the customer's details by clicking on the "CREATE" button. Reference Image:
- After clicking CREATE, a message will pop up: Customer created successfully.
- To finalize the process, simply click on the "OK" button. Reference Image:
Note: After adding a customer through SwilPOS, you can view their details in the customer master section of SwilERP. Here are the steps:
- Login to your SwilERP software.
- Go to Masters menu > Customer/Vendor > Customer.
- You will see the list of customers. The customer you have created in the SwilPOS app will also appear here. Reference Image:
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