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Creating Customer Records

Creating customer records is easy in Artisan. Watch this video or read the instructions below to learn more.

 

From the “Main Menu,” click on the “Customers” shortcut at the top of the screen.

If you have “Sample Data” loaded or have imported records from a previous POS software, you’ll already have some customers in your “Customer Records” list. If not, your list will be blank.

Click on the “Add A New Record” button.

Input the customer’s information, such as first and last name, address, and any other applicable fields.

You can also collect this information from their driver’s license. Click here to learn how.

Learn about some of the other Customer Records tabs, and other information:

Customer Shipping Info

Add Image to a Customer

View Customer Purchase History

Adding Dates and Relationships to Customer Records

Adding Notes and Memos to Customers

Loyalty Clubs & Tracked Coupons

Merging Duplicate Customers Records

Customer Types (Price Levels)

Creating a Customer List