Adding a new customer account

Adding a new customer account

Breadstack automatically logs information about customers when they provide an email address (either in person at a physical store, or while creating an online store account).

However, you can manually create a new account for a customer in the Customers module. For instructions, check out this video or follow the steps underneath.

If your store is on Greenline or Cova, you cannot create customer accounts in Breadstack. Please create them in Cova or Greenline instead.

  1. Go to Customers > Add New Customer. (Alternatively, click +Add New Customer at the top right of the All Customers page.)
  2. Fill out the customer's information. Note that you won't be able to change the customer's username once the account has been created.
  3. If you want to assign loyalty points to this customer, enter a points value under Starting Points.
  4. Click Save.

You can delete a customer account if needed.


 


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