Create Customer in QNE AI Cloud POS Portal Ⓙ

Created by QNE Software Sdn bhd, Modified on Mon, 21 Jul at 4:13 PM by QNE Software Sdn bhd

Overview:

This article will guide you on how to add your customer in the system for recording purpose. It will be easier for you to find and track your customer’s details and allow you to simply assign your regular customer for any transactions.

Scenario:

As a business owner that is utilizing QNE AI Cloud POS, it is important to maintain accurate customer records for future reference and engagement.

This guide will help you:

✅ Register new customers in the QNE AI Cloud POS system

✅ Efficiently manage and update customer information as needed

✅ Access your customer list for future marketing and business insights

You can confidently refer to this article for a complete step-by-step solution.

Solution:

1. Navigate to Customers > Customers to access the Customers’ Page.

2. Click Add Button from the right area of your screen.

3. This page is where you store the individual customer’s information and settings. It is required to fill in the required field which is the Customer Name, while the Customer Code will be generated automatically.

Notice that the required field Term, Control Acc and Currency are only for the accounting

purpose. The fields should be selected by default and you may change to other options

accordingly.

4. At the bottom of the Customer details, it is optional to input your customer’s E-Invoice information (if necessary).

5. There is also an option to record the customer’s Billing address for your record. Fill in the full details for your record.

6. After all the information are completed, click Save to save all the information.

7. You have options to Save, Save & New, or Save & Close by clicking dropdown button.

8. New customer has been created successfully. You are able to click on the Customer’s Code to view the customer’s detail.

9. Upon viewing the Customer Details, you are able to Add, Edit, Reload, Delete and Close the Customer Details.

For any customer that has been assigned to any transactions, it will be prompt a message that the deletion is not allowed due to customer is in use.

10. To delete the customer from the Customer’s list, you can tick the checkbox at the first column.

11. Then, click Delete button and you will be prompt a confirmation message to Delete Customer, then click Confirm Delete.

If you are willing to collect more information from your customers for E-Invoice purpose, you are able to request their information by clicking the “Request Info” button. There will be channels selection to be used to request the information.

E-mail: Email recipient required
WhatsApp: Phone Number required
Telegram: System will prompt Telegram chat
Copy Link: Link will be copied to your clipboard and you may send the link to the customer through any platform.

This is an example if you send the request through WhatsApp messenger. System will automatically draft a chat to initiate the conversation which include the link for customer to fill in the form.

The link provided will navigate to the Customer’s Detail Portal. This portal will allow customer to fill in the required detail for E-Invoice purpose.

Meanwhile, from the QNE AI Cloud POS Windows Application, you will be able to assign the created customer upon creating a transaction.