Overview
The Customer List feature allows you to create and manage customer records in Acculyt AI. Each customer record stores basic contact information and can be used across sales, invoicing, POS transactions, and customer management.
Why Use Customer List?
The Customer List helps you maintain a centralized database of customers, making it easier to manage business relationships and process sales transactions.
With this feature, you can:
Maintain customer information in one place. Create customers for POS and sales transactions. Store customer contact details. Improve customer record management. Speed up customer selection during transactions.
How Does This Feature Work?
Once a customer is created, the record becomes available throughout Acculyt AI for sales and POS transactions. Customer information can be updated whenever required, while historical transaction records remain unchanged.
Managing Customers
The Customer List feature allows you to add and manage customer records. To create a new customer, click + Add Customer, enter the customer's Name, Mobile Number, and Email Address, then click Add. Once created, the customer becomes available for POS, sales transactions, and future business activities.
If customer information changes, you can update the record using the Edit option. Keeping customer information up to date helps ensure accurate communication and transaction processing.