Overview & When to Use
What this feature does
The Add New Customer feature provides a guided form for manually entering customer information into your system. You can create individual customer accounts with complete contact details, location assignments, and optional subscription setup during the initial account creation process.
When to use it
When adding individual customers who visit your store in person
When creating accounts for customers who prefer not to use self-registration
When setting up accounts for customers with complex requirements
When adding customers who don't have email addresses or prefer phone-only contact
When creating accounts for family members or shared subscriptions
Prerequisites
Store locations must be properly configured
User must have customer management permissions
Product catalog should be imported for subscription setup
Key terms
Customer Account – Individual customer record with contact information and subscription data
Store Location Assignment – Which physical store location the customer is associated with
Pull List – Customer's subscription list of ongoing comic series
Contact Information – Customer's name, email, phone, and address details
How to Add a New Customer
Step-by-step
Navigate to Customers → All Customers from the main menu.
Click the Create New Customer button to open the customer creation modal.
Fill in the Customer Name field with the customer's full name.
Enter the customer's Email Address (required for notifications and account access).
Add the customer's Phone Number for contact purposes.
Enter the customer's Address information including street, city, state, and ZIP code.
Select the appropriate Store Location from the dropdown menu.
Optionally, add any Notes about the customer (preferences, special instructions, etc.).
If the customer wants to start a pull list immediately, click Add to Subscription to begin adding items.
Use the search functionality to find comic titles to add to their subscription.
Apply filters by publisher, product type, or other criteria to narrow search results.
Click Add next to each item you want to include in their subscription.
Review the subscription items in the summary section.
Click Save Customer to create the account and any subscriptions.
Verify the customer appears in your customer list with the correct location assignment.
What you should see
Customer creation modal window with all required fields
Location dropdown showing available store locations
Search interface for adding subscription items
Subscription summary showing selected items
Confirmation that the customer has been created successfully
New customer appearing in the customer list with proper location assignment
Screenshot
Tips
Always verify the email address is correct to ensure customers receive notifications
Use the location filter to ensure you're creating customers for the correct store
Add notes about customer preferences to help with future service
Set up initial subscriptions during account creation to save time later
Use the search filters to quickly find popular titles for new customers
Consider asking new customers about their reading preferences before adding subscriptions
Troubleshooting
Create New Customer button not visible – Check your user permissions and ensure you're in the correct location view
Email field showing as invalid – Ensure the email address is properly formatted and doesn't contain spaces
Location dropdown is empty – Verify store locations are properly configured in your system settings
Cannot add subscription items – Ensure the product catalog has been imported and try refreshing the search
Customer not appearing in list after creation – Check the location filter and ensure you're viewing the correct store location
Save Customer button not working – Verify all required fields are filled and try refreshing the page
Duplicate customer error – Check if a customer with the same email already exists in the system
Subscription items not saving – Ensure you've clicked "Add" for each item before saving the customer