Add customers

Nobita supports KDOLs to add customers and manage customers effectively.

• Instructions for adding customer groups: CLICK HERE

• Instructions for adding customer sources: CLICK HERE

1. Add new customer

Click the button Nobi Pos -> Customer.

For this feature, you can add new customers in 2 ways.

Way 1: Add new customer form system

Step 1: At the customer list interface, click Add new > fill in form > Note that fields with an asterisk (*) are required and cannot be left blank.

For individual customers

For company customers

Step 2: Click the button "Add"

Way 2: Add new customers by importing the excel file

**Requirement: The excel file entered into the system must be exactly the same as the fields in the sample file.

Step 1: At the customer list interface, click "Import file"

Step 2: Download the sample file to see if needed

Step 3: Upload files to the system

Step 4: Click "Upload"

When uploading an excel file, the data will not be saved if you select the following features:

• Same phone number

• Same full name

• Same email address