Add a customer to a POS transaction

Attaching a customer to a sale links the order to their record, so their purchase history, account credit, and warranty claims all resolve to the same person. You can create a customer at any time from the POS, or add one part-way through a transaction.

Create a customer record at POS

Use this method when no sale is in progress, for example when signing someone up to a mailing list.

1. In the POS dashboard, select Customers in the left menu. The icon is a person.

2. Select Create new customer.

   

3. Enter their first name, last name, and email address or phone number.
4. Select Create new customer.

The customer appears in the Customers list and can be added to future transactions.

Add a customer during checkout

1. With the checkout cart open, select Add customer at the top of the cart. The customer list opens.

   

2. Search for the customer and select them. If they already exist, they are added to the cart and no further steps are needed.
3. If no record exists for them, select Create new customer.
4. Enter their first name, last name, and email address or phone number.
5. Select Create new customer.
6. Complete the sale.

The customer name appears at the top of the cart, and the completed order is linked to their record.

Remove a customer from the cart

1. In the checkout area, select the name of the customer.
2. In the pane that opens, select Remove from transaction.

The cart returns to showing Add customer, and the sale completes without being linked to a customer record.