Glance Card
Getting Started with Rundoo · Unboxing
Adding a Customer
Every ticket starts with who's at the counter. It all happens on the left panel of the transaction screen.
Three ways at the counter
1
Pull up a regular
They're already in the system.
Search by name, phone, or email → click
2
Create on the fly
New customer, no leaving the sale.
Create account → phone + name → Save
3
Walk-in
Cash-and-go, no paper trail.
Click the × to clear, ring it up
Create a new customer
- Click Create account on the left panel.
- Enter a Phone number and a Name.
- Set the Pricing tier if they're a contractor.
- Click Save. They drop onto the ticket.
The form, in short
Phone + Name
The only fields that matter. Pricing tier defaults to Tier 2 - Retail. Email and address are optional.
Duplicate phone = silent fail. If that number is already on an account, Save just closes the form with no error and no new customer. Search the list for the phone first if you're unsure.
Want them on a tab? Adding the customer comes first. Setting them up to charge on account is its own quick walkthrough, Open a House Account.
Every sale starts with who's at the counter. · rundocs.com