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QualGenSer
Level 2
posted
‎December 04, 2019 03:59 PM
last updated ‎December 04, 2019 3:59 PM

Customer set up

I am a mobile repair service. I do not have a brick and mortar shop.

For the most part (99%), my customers are recurring customers who get their units serviced on a regular schedule. But every now and then I will get a "walk in" who only wants a part for work they are doing themselves, basically making this an over-the-counter sale. These customers I will probably never see again, or if I do, it will likely be several years.

Rather than setting these customers up as unique customers, is it ok to create a customer called "Cash Sales" or "Occasional Sales" or something similar?

McDonald's doesn't ask for your name, phone number or address when you go in - even if you are a regular.

Pros? Cons?

Thanks

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Best answer December 04, 2019
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Charies_M
Moderator
Moderator
‎December 04, 2019 05:30 PM

Customer set up

Thanks for checking this with us, QualGenSer.

 

Yes, you can setup a customer called Cash Sales or Occasional Sales rather than creating them individually. To achieve this, please follow the steps below:

  1. Go to Customers and click Customer Center.
  2. From the New Customer & Job.
  3. Fill in the necessary information and click OK.

When you create a transaction for one of the customers, you can use the Memo field to enter information for easy tracking. I've attached a screenshot for your visual guide.


Always get back to me if you need more help or have additional questions. I'd be happy to assist. Have a good one.

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2 Comments
Charies_M
Moderator
Moderator
‎December 04, 2019 05:30 PM

Customer set up

Thanks for checking this with us, QualGenSer.

 

Yes, you can setup a customer called Cash Sales or Occasional Sales rather than creating them individually. To achieve this, please follow the steps below:

  1. Go to Customers and click Customer Center.
  2. From the New Customer & Job.
  3. Fill in the necessary information and click OK.

When you create a transaction for one of the customers, you can use the Memo field to enter information for easy tracking. I've attached a screenshot for your visual guide.


Always get back to me if you need more help or have additional questions. I'd be happy to assist. Have a good one.

View solution in original post

Reply Join the conversation
QualGenSer
Level 2
‎December 04, 2019 06:42 PM

Customer set up

Thank you. I sure appreciate the input.

 

Reply Join the conversation
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