How do I add a retail customer?
Customers can be added to OrderNova in a few different ways.
- The customer can add themselves when creating an online order
- The customer can be added during the workflow of an In-Store order
- The customer can be added manually to the system
To add a customer manually click on "Retail" under the Manage Customers heading in the menu and then select the "+Add Customer" button.
Add the customer's name and email address and then click Invite. Your customer will receive an email inviting them to register as a customer.
Once you have clicked the invite button you can go to the customer in the list and click on Customer Details to add additional information.
Click on the Settings tab and you can add a customer phone number and address as well as store customer credit card information. (Note: The card information is stored as a token and is not the actual card data. No actual credit card data is stored on OrderNova.)