Deprecated: Return type of Requests_Cookie_Jar::offsetExists($key) should either be compatible with ArrayAccess::offsetExists(mixed $offset): bool, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice in /usr/www/users/datatvvwuz/wp-includes/Requests/Cookie/Jar.php on line 63 Deprecated: Return type of Requests_Cookie_Jar::offsetGet($key) should either be compatible with ArrayAccess::offsetGet(mixed $offset): mixed, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice in /usr/www/users/datatvvwuz/wp-includes/Requests/Cookie/Jar.php on line 73 Deprecated: Return type of Requests_Cookie_Jar::offsetSet($key, $value) should either be compatible with ArrayAccess::offsetSet(mixed $offset, mixed $value): void, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice in /usr/www/users/datatvvwuz/wp-includes/Requests/Cookie/Jar.php on line 89 Deprecated: Return type of Requests_Cookie_Jar::offsetUnset($key) should either be compatible with ArrayAccess::offsetUnset(mixed $offset): void, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice in /usr/www/users/datatvvwuz/wp-includes/Requests/Cookie/Jar.php on line 102 Deprecated: Return type of Requests_Cookie_Jar::getIterator() should either be compatible with IteratorAggregate::getIterator(): Traversable, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice in /usr/www/users/datatvvwuz/wp-includes/Requests/Cookie/Jar.php on line 111 Deprecated: Return type of Requests_Utility_CaseInsensitiveDictionary::offsetExists($key) should either be compatible with ArrayAccess::offsetExists(mixed $offset): bool, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice in /usr/www/users/datatvvwuz/wp-includes/Requests/Utility/CaseInsensitiveDictionary.php on line 40 Deprecated: Return type of Requests_Utility_CaseInsensitiveDictionary::offsetGet($key) should either be compatible with ArrayAccess::offsetGet(mixed $offset): mixed, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice in /usr/www/users/datatvvwuz/wp-includes/Requests/Utility/CaseInsensitiveDictionary.php on line 51 Deprecated: Return type of Requests_Utility_CaseInsensitiveDictionary::offsetSet($key, $value) should either be compatible with ArrayAccess::offsetSet(mixed $offset, mixed $value): void, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice in /usr/www/users/datatvvwuz/wp-includes/Requests/Utility/CaseInsensitiveDictionary.php on line 68 Deprecated: Return type of Requests_Utility_CaseInsensitiveDictionary::offsetUnset($key) should either be compatible with ArrayAccess::offsetUnset(mixed $offset): void, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice in /usr/www/users/datatvvwuz/wp-includes/Requests/Utility/CaseInsensitiveDictionary.php on line 82 Deprecated: Return type of Requests_Utility_CaseInsensitiveDictionary::getIterator() should either be compatible with IteratorAggregate::getIterator(): Traversable, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice in /usr/www/users/datatvvwuz/wp-includes/Requests/Utility/CaseInsensitiveDictionary.php on line 91 Adding new customers in DataTill – DataTill

Manually Adding a customer video: https://youtu.be/I_tkldpiW_c

There are two distinct methods for adding new customers within DataTill:

Sales Module:

For a comprehensive guide, refer to the Lead to Receipt instructions. This route is ideal if you are utilizing the sales module and need to manually include new customers.

Manual Addition:

This guide will illustrate how to add customers using both methods mentioned above. Preferably, adopt the lead to receipt process to add new customers. This ensures that customer account duplication is avoided. However, if a profile needs to be separated and a fresh one created, or if the lead to receipt process isn’t used, you can employ the manual approach. To initiate this, navigate to “Customers -> Add a customer.

1.1. Company vs. Individual customer:  

Step 1: Once you have done this, a pop-up screen will appear.

Step 2: On this screen, you can start filling in the details of the customer.

Step 3: Once the screen has popped up, you will have the option of choosing if it is a company or an individual customer.

Obviously, there are differences between adding a new customer and adding a new company to the system. Adding a company has additional fields like Company Name, VAT number and contact name whereas adding a new individual customer has none of these. 

Company pop-up screen to add customer:

Individual pop-up screen to add customer:

Although it is important that all details should be filled in, there are some compulsory fields that are non-negotiable. Should one of these fields not be filled in, the system will show you which fields are compulsory, highlighting it in red.

When adding a new company, the compulsory fields are – Company name, contact name, contact Tel, contact email and of course the accounting code (Customer code).

When adding a new individual customer, the required fields are – Contact name, Contact Tel, Contact Email and the Accounting code (Customer code).

1.2 Adding the details:
1.2.1 Customer Group & Billing Group:

Pink:These are groups like staff, high site owners, names of estates, resellers etc. 
Purple:This is to define on which day the customers would like to have their Debit Order (DO) deducted. Please note that this differs from WISP to WISP. Please ensure that you know the date(s) on which your WISP runs DO batches and that you don’t make promises to customers that you can’t keep.  

1.2.2 VIP Customer & Customer type:

Blue:This is to mark the customer as an Important customer – for example, high paying customers will be marked as VIP. 
Green:Choose whether the new customer is an individual or a company. 

1.2.3 Filling in the customer details:

Before you can generate a customer code (accounting code), you will first need to complete the customer details, only once this information has been completed, will the customer’s account code generate.

In the red section below, you will see all the required fields that should be filled in for companies. In the blue section below, you will see all the required fields that should be filled in for normal home users and their families.

Company Details to be filled in:

Individual details to be filled in:

1.2.4 Accounting code – a.m. customer code:

The good news is that you don’t have to figure out the customer code by yourself.  The bad news is that the customer code is never allowed to change – even if the customer name/ business name might have changed.

After you have filled in all the customer’s details, click on the “Generate” button and watch the system generate a code for the customer. It doesn’t matter how many times you push the generate button, you will get the same code every time.

1.2.5 Address Details:

Even though this is not a compulsory field when you are adding a customer, please remember to add this. Just click on the “Address Detail” tab and then fill in the physical or postal address.

Next, you will need to complete the “Address Detail” tab. Here, you will need to add the “physical address” and “postal address (if applicable). 

After adding the physical address, you can click on the “Show on Map” button. This will then pinpoint the location on the map and give you the customer’s GPS Position

After completing all relevant fields, remember to click on the “Add Customer” button to ensure the customer profile is successfully created.

1.2.6 Portal Login:  

The customer portal login details are all about accessing the customer portal. You don’t need to handle this directly.

When you generate the customer code, the Customer Portal Username is automatically set to the accounting code.

If the customer has forgotten their password, then you can send them a “Reset Password” link. To do this, just go to their customer profile, find the green “edit” button in the account details section, and if you scroll down to the bottom of the page you will find a blue password reset” button to reset customer password.

1.2.7 The SageOne ID:

This ID is related to the syncing functions with SageOne – the online accounting system we use for reporting functions.

This ID will also automatically generate a number as soon as a new customer is created. This ID is never to be tampered with as this will ensure for a lot of drama, syncing issues and a broken customer profile.

Even though it says, “Be VERY careful when editing this ID”, please do not attempt to edit this without permission from the Systems Administrators.

1.2.8 Cancellation:

This section is for the accounts department only. The accounts department will use this section for customers who need to be suspended due to non-payment as well as all customers who cancel their services with us.

Remember to click the Save changes button before closing the screen.

Pink:Here you can see where to find the “Cancellation” tab.
Blue:This is the section you use when a customer cancels their services.
Green:The big red button is the one you use when the customer doesn’t pay, and they need to be suspended.

1.3 Adding a customer from a sales lead:

The sales module streamlines the journey from initial contact to sales billing. Within this process, you need to create new customers in DataTill.

Follow these steps:

  1. Open the sales lead module.
  2. Navigate to Customer and then new section.
  3. Find the customer you want to create a profile for.
  4. Click the Create Customer button on the right.

Once you click Create, a pop-up appears. Focus on the Account Detail tab. some info, like company name (if relevant), contact name, mobile number, email, and address, is already filled. Complete the remaining details: If it’s a VIP customer? Generate the Accounting Code and add the primary phone number. Thats it! You successfully added a customer from a sales lead.

After clicking on the “Create” button, a pop-up screen will appear. On this screen, you will focus on the “Account Detail” tab. 
information like company name (if applicable), the contact’s name, the mobile number, email address and the address detail will already be filled in.


All that’s left to do is adding the rest of the information:  Is it a VIP customer or not?  Generate the Accounting Code and add the primary telephone number.

Next, you will need to complete the “Address Detail” tab. Here, you will need to add the physical address and postal address (if applicable).


After adding the physical address, you can click on the “Show on Map” button. This will then pinpoint the location on the map and give you the customer’s GPS Position

After completing all relevant fields, remember to click on the “Add Customer” button to ensure the customer profile is successfully created.