Adding customer details in Bukku MiniPOS allows you to maintain customer records for better tracking and personalised service.
For businesses using Bukku MiniPOS, most transactions are typically cash sales or walk-in customers. In such cases, there is no need to create detailed customer records for each transaction. Instead, using a single 'Cash Sales' contact is sufficient. Later, you can consolidate these transactions into an e-invoice when needed.
However, if a customer or company requires an individual e-invoice, you will need to create a specific customer contact in Bukku MiniPOS. Additionally, if you wish to validate all sales as individual e-invoices, it is necessary to record customer details accordingly.
Follow the steps below to create a customer in the system.
Navigate to the 'Customers' tab, and tap the '+' button to add a new customer.
Enter Customer Information:
Entity Type: Choose the appropriate type.
Name: Enter the customer's name.
Registration No. Type & No.: The registration number or identification number of the contact depends on the type of entity.
The contact's tax identification number (TIN).
Enter Contact Information:
Email Address (Optional)
Contact Number
Enter Address Information:
Street Address
City
Postcode
Country
State
Once you’ve entered all necessary details, click Save.
By following these steps, you can efficiently manage customer records and ensure smooth e-invoicing when needed.
Once you have filled in the required information, your contact will display a checkmark with the label "E-Invoice Ready," indicating that it is now MyInvois Ready.
