Creating a New Customer

Creating a New Customer in PawnOS

Objective

This SOP outlines the steps to create a new customer profile in PawnOS, ensuring all necessary information is accurately entered and verified.

Key Steps

Step 1: Access Customer Section 

• From your dashboard, select Customer on the left side.

Step 2: Initiate New Customer Creation 

• Click on the three-line menu.
• Select New Customers.

Step 3: Enter Customer Information 

• Fill in the required fields:

• Name: Enter the customer's name (e.g., Bill O'Reilly).
• Email Address or Phone Number: Enter at least one contact method (e.g., phone number).

Step 4: Additional Customer Details 

• Enter the customer's date of birth.
• If applicable, indicate if they are a firearm dealer.

Step 5: Tax Exempt Status 

• If the customer is tax exempt, check the appropriate box.

Step 6: Personal Attributes 

• Enter the following details:

• Eye Color
• Hair Color
• Race
• Height
• Weight
• Birth City (e.g., Albertville, Alabama).

Step 7: Address Entry 

• Enter the customer's address:

• Street Address: 1, 2, 3, 4, Vista View Lane
• City: Boise.

Step 8: ID Information 

• Enter the type of ID being submitted:

• ID Number
• Expiration Date
• Optionally, take a picture of the ID.

Step 9: Save Customer Profile 

• Once all information is entered, click Save to create the new customer.

Step 10: Verify Customer Contact 

• You can delegate verification or verify manually:

• Send a one-time verification via text.
• Alternatively, verify the number yourself.

Step 11: Completion 

• After verification, the new customer profile is complete and ready for use.

Cautionary Notes

• Ensure all required fields are filled out to avoid errors in customer creation.
• Double-check the accuracy of the entered information before saving.

Tips for Efficiency

• Use a template for frequently entered customer information to save time.
• Familiarize yourself with the layout of PawnOS to navigate quickly.

Link to Video

https://youtu.be/Rg5fCuH3xp0