Modified on Mon, 14 Nov 2022 at 02:50 PM

In this article, we will go over how to add customers, edit customers, and additional features. 


Adding Customers

Customers are automatically added to your customer list when taking an order in your Floranext Point of Sale

To manually add customers, go to Orders > All Customers

Click on the blue button - Add Customer

Fill out the required fields and hit Save!

Editing Customer Profile

Customer phone numbers and other information may change over time and need to be updated in your system.

This can be done while entering an order, but it may be more convenient to do so on the Customers screen.

Navigate to Orders > Customers, search for the customer you wish to update, and click on their customer profile.

Once in their profile, find the section you'd like to update. Make updates as necessary and don't forget to click Save 

Editing Recipient Information for a Customer

Go to Orders > Customers

Search and select the customer you wish to edit. 

Click on the Address you want to Edit and Save Customer.

Click on the Red Circled X to delete a Recipient address and Save Customer.

Discount for Specific Customer

First, go to Orders > Customers and select the customer you'd like to add a discount to.

Now click Discounts on the left side and enter in your desired discount amount. For example, 10% would be entered as 10.

Be sure to save!

The discount works when you enter in a product on the take order screen, you will see that the discount amount is automatically applied.

Now you can process the payment as usual.

Exporting Customer List

To export your customers, go to Orders > Customers. Cick on the arrow on the button Add Customer and click on export


An excel spreadsheet should pop up after a few seconds. This is your customer list. It contains names, addresses, phone #'s, average purchase amount, and total purchase amount.

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