Handling customers in POS
- 03 Oct 2023
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Handling customers in POS
- Updated on 03 Oct 2023
- 1 Minute to read
- Print
- DarkLight
- PDF
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Here, we'll show you how to add new customers and how to associate a sale with existing customers
How to add customer
- Click on the customer icon/customer name at the top of the shopping cart
- Tap the + icon on the top right, or search for the phone number of the customer
- By directly searching for phone numbers, you can then choose to add the customer via number lookup. This costs 0.5 credits per hit.
How to choose a customer
- Before the order is completed: Click on the customer icon/customer name at the top of the shopping cart
- Search for the customer by name, phone, email or customer number
- Click on the desired customer in the search result
- You will now see the customer's name at the top of the shopping cart. The order will now be placed on the customer's customer card/account
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