How to assign a customer to a sale

Stockagile allows us to assign customers to specific sales. This way we have a history of the sales made for each customer and we can make better loyalty plans adapted to them.

Requirements to assign a customer to a sale:

• The user must have the role of OWNER, STORE MANAGER, WAREHOUSE MANAGER or PRODUCT EDITOR. You can see the different types of roles in the section Create or edit a user.
• The user must have clients created in Stockagile, in the CONTACTS module. You can see How to create or edit clients.

You can assign a customer to a sale in two different ways:

• Through the SHOPS module, from the SELL section: 

1. 1. You can associate a customer already created to a new sale by typing his name, e-mail or telephone number in the field "Find customer".
   2. At the end of the sale, you visualize it in the SALES list, with the assigned customer in question.

Figure 1: Add customer - SELL section (creation of the sale)

• Through the STORES module, in the SALES section.

1. 1. 1. If you have not assigned a customer when registering a sale, you can do so later, after the sale in question has been completed. 
      2. Once the sale has been made, you can access it from the SALES section and by clicking on it, you can assign the corresponding contact/customer ("Find customer" field).

Figure 2: Add customer - SALES section (sale already made)

If the customer/contact is new, you can create it at the time of the sale:

Figure 3: Creating and assigning a new customer - SELL section (sale already made)

At the same time, from the CONTACTS module, if you access any of the contacts created,you can see the record of store sales associated with the contact/customer in question:

Image 3: CONTACTS module - Sales registration