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Customer Management

The Customer Management section is used to maintain customer information in SellerBix. Customer records can be used while creating orders, reservations, Party Orders, and other customer-related transactions.

Manager, Admin, POS Staff 1 min read Updated Sep 14, 2026

Steps

  1. 1

    Log in to SellerBix POS with the required access permission.

  2. 2

    Click CRM from the top navigation menu.

  3. 3

    Search for an existing customer by name or mobile number.

  4. 4

    Select the required customer to view the available details.

  5. 5

    To create a new customer, select the Add/New Customer option.

  6. 6

    Enter the required customer information.

  7. 7

    Verify the entered details.

  8. 8

    Save the customer.

  9. 9

    The customer can then be selected for supported CRM and POS operations.

Screenshots