Adding a lot up to the system
When you have a lot up (walk-in) at your store, you have the option to add it to the system before you even meet the customer. Follow these steps to add a lot up in TheCRM:
On the top right of your screen click the big plus sign as you would to add a new customer. The menu Add Customer Wizard will open.
In Add Customer Wizard menu select one of the three icons which best describes the lot up that you see.
You will then be presented with a screen on which you can select what the customer is wearing, just as a way to identify them since we do not have their name just yet. You have the option to choose who to assign the lot up to from a list on employee names.
Select Save at the bottom so the lot up is saved to view later.
Linking the lot up to a new customer
Now that you have engaged the customer as a new lot up, it is time to enter their information in TheCRM by creating a new customer. To do that you would enter their phone number and email, then select Continue.
The system will then offer to match your existing lot up to the new customer that you are currently creating:
Once you select your lot up on the screen, select Continue. You will be prompted to enter the customer's name and address as well.
Select Create Customer to save the new customer account.