{
  "product": "Quikpair",
  "module": {
    "slug": "sales",
    "title": "Sales & invoices"
  },
  "task": {
    "slug": "add-customer",
    "title": "Add a customer while ringing up",
    "question": "How to add a customer during a sale in Quikpair"
  },
  "url": "https://www.quikpair.com/how-to-use/sales/add-customer/",
  "summary": "A new face at the counter should not mean leaving the sale.",
  "steps": [
    {
      "n": 1,
      "instruction": "On the sale, tap Select customer.",
      "controls": [
        "Select customer"
      ],
      "screenshot": {
        "desktop": "https://www.quikpair.com/screenshots/sales/customer-flow-1-desktop.webp",
        "mobile": "https://www.quikpair.com/screenshots/sales/customer-flow-1-mobile.webp"
      }
    },
    {
      "n": 2,
      "instruction": "Search by name, phone or email first — they may already be on file. Walk-in Customer at the top covers a cash sale you are not recording against anyone."
    },
    {
      "n": 3,
      "instruction": "Nearby lists customers close to the shop, which is quicker than typing when you know they are local. It only appears if your role can view Lanes — it uses the same location data."
    },
    {
      "n": 4,
      "instruction": "Nobody matches? Tap Add New Customer.",
      "controls": [
        "Add New Customer"
      ],
      "screenshot": {
        "desktop": "https://www.quikpair.com/screenshots/sales/customer-flow-2-desktop.webp",
        "mobile": "https://www.quikpair.com/screenshots/sales/customer-flow-2-mobile.webp"
      }
    },
    {
      "n": 5,
      "instruction": "Fill in the name and phone. Switch on This is a business customer to bill a company, and the form asks for the business name and VAT number instead."
    },
    {
      "n": 6,
      "instruction": "Save — the customer is created and put straight onto the sale."
    }
  ],
  "notes": [
    "The customer created here is a full record, not a note on the invoice: their ledger, statement and repair history all start from it.",
    "A sale needs a customer, so this is the fast path rather than an optional extra."
  ]
}