Adding a Customer to the Customer Database

A customer can be added to the customer database in two ways: automatically when they place an order, or manually from the Direct Ordering Admin Panel. Both are described below.

Ways a Customer Can Be Added

There are two ways a customer is added to the customer database:

• When a customer orders from the website or mobile app and does not check out as a guest, they are required to provide an email address, which automatically adds them to the customer database.
• A customer can be added manually from the Direct Ordering Admin Panel, using the steps below.

Manually Adding a Customer

1. Open the Direct Ordering Admin Panel.
2. Go to Customers > Customer Management.
3. Click the + New Customer button.
4. Enter the known customer details and click Submit to save. Mandatory fields are indicated by a red asterisk.

The screen recording below demonstrates how to manually add a customer: