Marijuana Software Knowledge Base

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How do I add a new customer?

Add a New Customer
Create a new customer profile to capture essential details and patient card information.
1 • Navigate to New Customer
a. From the menu, select Sales.
b. Click the New Customer button.
2 • Enter Customer Information
a. In the form, enter required fields:
 
  • Customer Name
  • Patient Card #
  • Patient Card Effective Date – typically 2 years before the expiration.
  • Patient Card Expiration Date – the date the card expires.
3 • Save the New Customer
a. Click Save to create the customer.
✅ New customer added successfully.