How to Manage Customer List on Bill

You can manage your customer information on the shopping cart display, such as viewing customers, adding customers, changing customers, and editing customer information.

Here are the steps to manage your customer information on Moka App:  

How to View Customers' Profile

Here are the steps to view customers' profile on the shopping cart: 

  1. Go to menu Point of Sale.
  2. Tap +Add Customer on the shopping cart page.
  3. Search the customer's name on the search bar and click to view the profile. 
  4. Click Add to Sale and the customer will be associated in the shopping cart.

How to Add New Customer

Here are the steps to add new customers in the shopping cart: 

  1. Go to menu Point of Sale.
  2. Click +Add Customer on the shopping cart page.
  3. Click Create a New Customer to add new customer
  4. Fill out customer profile such as:
    • Name: Fill out with customer name. (e.g Wisnu)
    • Phone: Fill out with customer phone number (e.g 080001234)
    • Email: Fill out with customer email (e.g abc@mail.com) 
    • Birthday: Fill out with customer birthday date. (e.g Apr 19 1987)

    Note: Phone number is mandatory.

  5. Fill out the more information regarding customer details by clicking Show.
    • Gender: Choose between Male or Female
    • Address: Fill out customer street address
    • City: Fill out customer city
    • Province: Fill out customer province
    • Postcode: Fill out customer postcode
  6. Tap Save and it will directly add the customer information in the shopping cart.

    cara_menambahkan_pelanggan_baru_mokapos.gif

 

How to Change Customers

Here are the steps to change customers on the shopping cart: 

  1. Go to menu Point of Sale.
  2. Click the Customer name on the shopping cart.
  3. Click Remove from Sale on the customer's profile to change customer in the shopping cart.
  4. Tap on Remove from Sale again to confirm changing customer in the shopping cart.
  5. Search the customer you want to add to the shopping cart or you can click Cancel to continue the  transaction without linking it to any customer.
  6. After you select the new customer, tap on Add to Sale.

    cara_mengubah_pelanggan_pada_aplikasi_moka.gif

 

How to Edit Customer Information

Here are the steps to edit your customer information on the shopping cart:

  1. Go to menu Point of Sale.
  2. Click +Add Customer on the shopping cart page.
  3. Search the customer on the search bar and click to view the profile.
  4. Click Edit on the profile page.
  5. Edit your customer information on this page. 
  6. Click Save.

    cara_mengganti_informasi_pelanggan_mokapos.gif
Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.

Still Have Questions?

Our customer care team is here for you!

Contact Us