New Sales and Customers

Creating New Sales

Step 1: Accessing the Register

  1. Select the Register option from the dashboard.
  2. Enter your PIN if prompted.
  3. You may already be on the Register Screen.


Step 2: Selecting New Sale

  1. Click New Sale to begin a transaction.


Retail Transactions

  • Finding a customer is not required for most retail transactions.


Adding & Finding Items

  1. Start with the first multi-colored column labeled “Department”.
  2. Selecting a department reveals all available items for that department.
  3. Example: If you select Retail Sales, all items available in that department will be displayed.


Accepting Laundry Items

  • When accepting laundry items from a customer, a customer must be selected.


Selecting an Existing Customer

  1. Begin typing the customer’s name, company, or phone number.
  2. The system will search for and recommend a match.
  3. Select the customer as soon as you see their name.
  4. You do not need to type the full name if the correct customer appears.

Entering Notes

  • Print Notes: These notes will appear on the printed receipt and may be reviewed with the customer.
  • Internal Notes: These notes do not appear on the receipt but are for internal use (e.g., "Do not accept checks from this customer" or "Customer is banned from drop-off").

Step 3: Creating a New Customer

  1. Confirm that the customer is not already in the database before adding them.
  2. We recommend asking the customer if they have visited before.
  3. A customer may already be in the system under:
    • A different phone number
    • A spouse’s name (if they share an account with prior notes)
  4. If the customer does not have an existing account:
    • Tap Add New Customer to continue.

Step 4: Entering Customer Information

  1. Enter all required information for the new customer:
    • First Name and Last Name
    • Phone Number
    • Notification Preference (Text Message, Email, or None)
  2. Ask the customer if they have any special instructions for their account.
    • Example: "Always hang dress shirts."

Step 5: Additional Account Settings

  1. Home Store (Default Setting)
    • By default, this should be set to the current store location.

    • Some laundromats run all commercial accounts through a specific "Home Store."

      Price Level (Optional)

    • A Price Level can apply a specific discount or premium to a customer's orders.
    • This setting is useful for:
      • Discounts: Veteran, student, or senior discounts
      • Premiums: Commercial accounts dealing with smoke damage, heavy oils, or special handling
    • Price Levels can only be created by managers and should be applied based on store policy.
  2. Click Save to finalize the new customer profile.