When to use this: building your customer book — at the counter (fast) or from the Customers screen (full details).
Steps — fast, during billing
- Press F3 on the bill → type the phone number. Matches on that number appear as a list — pick the right person and they're linked. If nothing matches, type the name in the name field → Enter to create and link in one go (→ BILL-07).
Steps — full record, from the Customers screen
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Open Customers from the left menu.
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Add customer — name and phone are enough to start; address, email and type can come later.
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Find them later — search by name or phone from the same screen.
Good to know
- New customers start with no credit limit (₹0) — name and phone are enough to create the record, but a credit sale will be blocked until you set a limit on their profile (→ CUST-03).
- Offline search works — search by name or phone reads from this device's local data, so it keeps working with no internet. A customer added on a different counter may take a moment to appear here until it syncs.